Skip to content
Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

Follow

S&P500 QUALITY (fund)

664 managers (672 13F filers) reported a position in SPHQ shares at 2025-06-30, 131,395,518 shares in all. 91 filers opened a position and 47 filers sold out during the quarter.

Managers
664
13F filers
672
New
91
Added
267
Reduced
185
Sold out
47
Shares held by filers
131,395,518

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fund Evaluation Group, LLC8,021$572K0.02%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,808$556K0.03%-6313F-HRTimeline
Plotkin Financial Advisors, LLC7,778$554K0.31%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,611$542K<0.01%+3,31413F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,572$540K0.01%+49713F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC7,531$537K0.13%-27,06213F-HRTimeline
BCS Wealth Management7,438$530K0.11%+2,38913F-HRTimeline
VestGen Investment Management7,435$530K0.38%-20313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,426$529K0.02%-24713F-HRTimelineGroup
WEALTHGARDEN F.S. LLC7,381$527K0.44%new13F-HRTimeline
ORG Partners LLC7,300$523K0.11%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,219$514K0.23%-34613F-HRTimelineGroup
Moloney Securities Asset Management, LLC7,072$504K0.06%-2913F-HRTimeline
Quantinno Capital Management LP7,070$504K<0.01%+48013F-HRTimeline
Sebold Capital Management, Inc.7,049$502K0.31%new13F-HRTimeline
Sequent Planning LLC7,032$501K0.16%+26013F-HRTimeline
Secure Asset Management, LLC6,961$496K0.09%+8213F-HRTimeline
Collaborative Wealth Managment Inc.6,947$495K0.22%-7713F-HRTimeline
Summit Trail Advisors, LLC6,935$494K0.01%+50013F-HRTimeline
BRIGHTON JONES LLC6,911$492K0.01%+2,73513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,847$488K<0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC6,795$484K0.02%-75013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.6,777$483K0.34%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,758$482K0.01%-313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,701$477K0.02%-8513F-HRTimelineGroup
Consolidated Portfolio Review Corp6,694$477K0.07%new13F-HRTimeline
Prospera Financial Services Inc6,638$473K0.01%-1,82513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,589$470K0.06%-28313F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,395$456K0.03%+113F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding6,380$455K+2,815Timeline
SageView Advisory Group, LLC6,230$453K0.02%-12513F-HRTimeline
True North Advisors, LLC6,278$447K0.09%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,248$445K0.17%+1713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,166$439K0.02%-46213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC6,165$439K0.01%-41513F-HRTimeline
McKinley Carter Wealth Services, Inc.6,160$439K0.02%-12,21213F-HRTimeline
CFO4Life Group, LLC6,152$438K0.07%013F-HRTimeline
Guardian Asset Advisors, LLC6,113$436K0.25%+413F-HRTimeline
Laird Norton Wetherby Wealth Management…6,104$435K0.02%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,079$433K0.03%+38713F-HRTimeline
Arrowroot Family Office, LLC6,004$428K0.19%13F-HRTimeline
Intrepid Financial Planning Group LLC5,886$419K0.18%-7713F-HRTimeline
Medallion Wealth Advisors, LLC5,859$418K0.16%-1,62013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,857$417K<0.01%013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,833$416K<0.01%new13F-HRTimelineGroup
Curtis Advisory Group, LLC5,815$414K0.1%-24,54013F-HRTimeline
Savvy Advisors, Inc.5,799$413K0.03%+1,07613F-HRTimeline
Bank of Marin5,793$413K0.31%013F-HRTimeline
AEGON USA Investment Management, LLC5,725$408K0.31%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,705$407K0.01%+70513F-HRTimelineGroup
Wick Capital Partners, LLC53,334$406K0.11%+47,64113F-HRTimeline
Bedel Financial Consulting, Inc.5,634$401K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC5,586$398K<0.01%+813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,571$397K0.01%+1,25013F-HRTimeline
CHOREO, LLC5,533$394K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,516$393K0.03%new13F-HRTimeline
Biltmore Family Office, LLC5,500$392K0.07%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,461$389K0.01%-13613F-HRTimeline
LVZ, Inc.5,397$385K0.05%+1,96613F-HRTimeline
Belpointe Asset Management LLC5,396$385K0.02%013F-HRTimeline
BCU Wealth Advisors, LLC5,363$382K0.17%+1013F-HRTimeline
Clearwater Capital Advisors, LLC5,248$374K0.03%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,230$373K0.03%013F-HRTimeline
Galvin, Gaustad & Stein, LLC5,229$373K0.03%+313F-HRTimeline
VESTOR CAPITAL, LLC2,079$371K0.03%-2,90913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,195$370K0.05%-50413F-HRTimelineGroup
OLD MISSION CAPITAL LLC5,145$367K0.01%new13F-HRTimeline
Clarius Group, LLC5,083$362K0.02%+813F-HRTimeline
Midwest Trust Co5,072$361K0.01%13F-HRTimeline
Composition Wealth, LLC5,069$361K0.01%+88113F-HRTimeline
MIdWestOne Financial Group, Inc.5,045$360K0.05%013F-HRTimeline
Operose Advisors LLC5,035$359K0.1%+113F-HRTimeline
Lakeridge Wealth Management LLC5,020$358K0.16%013F-HRTimeline
Strategic Advisors LLC4,954$353K0.07%013F-HRTimeline
KM Capital Management Ltd.4,929$351K0.17%+4313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,898$349K<0.01%+2413F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC4,792$341K0.43%-5413F-HRTimeline
Gateway Wealth Partners, LLC4,740$338K0.06%-81113F-HRTimeline
Valeo Financial Advisors, LLC4,721$336K0.01%-8413F-HR/ATimeline
BURNEY CO/4,691$334K0.01%+85113F-HRTimeline
HUB Investment Partners, LLC4,668$333K0.01%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,612$329K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK4,550$324K<0.01%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO4,495$320K0.01%013F-HRTimeline
Redwood Wealth Management Group, LLC4,458$318K0.14%-17513F-HRTimeline
Goelzer Investment Management, Inc.4,455$317K0.02%+1,28813F-HRTimeline
Advanced Asset Management Advisors Inc4,339$309K0.08%-90613F-HRTimeline
Vectors Research Management, LLC4,312$307K0.11%013F-HRTimeline
Ignite Planners, LLC4,303$307K0.05%-29113F-HR/ATimeline
AMG National Trust Bank4,300$306K0.01%013F-HRTimeline
Maltin Wealth Management, Inc.4,269$304K0.14%013F-HRTimeline
Latitude Advisors, LLC4,262$304K0.15%new13F-HRTimeline
Waverly Advisors, LLC4,242$302K<0.01%+4213F-HRTimeline
Diversified Enterprises, LLC4,226$301K0.02%+3613F-HRTimeline
Strategic Blueprint, LLC4,209$300K0.01%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,173$297K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.4,136$294K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC4,095$292K0.03%-81913F-HRTimelineGroup
Armbruster Capital Management, Inc.4,000$285K0.05%013F-HRTimeline
FIRST AMERICAN TRUST, FSB3,989$284K0.02%+20013F-HRTimeline
Runnymede Capital Advisors, Inc.3,966$283K0.26%-1,41013F-HRTimeline
NOVEM GROUP3,855$275K0.03%-1,79113F-HRTimeline
Parkside Financial Bank & Trust3,850$274K0.03%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,807$271K0.16%013F-HRTimeline
Regal Investment Advisors LLC3,795$270K0.02%new13F-HRTimeline
Everhart Financial Group, Inc.3,795$270K0.03%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,794$270K0.01%new13F-HRTimelineGroup
COURIER CAPITAL LLC3,782$270K0.02%013F-HRTimeline
Northstar Group, Inc.3,638$259K0.04%+60013F-HRTimeline
Wealthspire Advisors, LLC3,548$253K<0.01%-1,21913F-HRTimeline
Spinnaker Investment Group, LLC3,521$251K0.06%013F-HRTimeline
Larson Financial Group LLC3,517$251K0.01%-30713F-HRTimeline
Maridea Wealth Management LLC3,514$250K0.07%new13F-HRTimeline
Koss-Olinger Consulting, LLC3,510$250K0.02%new13F-HRTimeline
Mutual Advisors, LLC3,424$250K0.01%new13F-HRTimeline
NVWM, LLC3,468$247K0.06%013F-HRTimeline
Single Point Partners, LLC3,469$247K0.05%+813F-HRTimeline
OneDigital Investment Advisors LLC3,466$247K<0.01%new13F-HRTimeline
Lifeworks Advisors, LLC3,323$237K0.04%-25413F-HRTimeline
ABOUND FINANCIAL, LLC3,322$237K0.1%013F-HRTimeline
Farther Finance Advisors, LLC3,306$236K<0.01%+2,57113F-HRTimeline
Pacific Sun Financial Corp3,290$234K0.12%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,238$231K<0.01%-3,92613F-HRTimeline
Wealth Management Associates, Inc.3,227$230K0.09%+10213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,208$229K0.01%+313F-HRTimeline
Indiana Trust & Investment Management Co3,209$229K0.08%013F-HRTimeline
Empower Advisory Group, LLC3,163$225K<0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,137$224K0.01%-1,52313F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,127$223K0.02%-5413F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,330$221K0.08%013F-HRTimeline
Good Life Advisors, LLC3,097$221K0.01%-2,24813F-HRTimeline
Barnett & Company, Inc.3,094$220K0.17%-7313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,074$219K0.1%-37913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,039$217K0.02%013F-HRTimeline
Convergence Financial, LLC3,024$215K0.04%-54,12213F-HRTimeline
Total Wealth Planning & Management, Inc.3,020$215K0.19%013F-HRTimeline
SIMA Wealth Partners, LLC3,002$214K0.17%-15013F-HRTimeline
Santori & Peters, Inc.2,995$213K0.08%new13F-HRTimeline
AlphaStar Capital Management, LLC2,976$212K0.01%new13F-HRTimeline
Financial Advisory Corp2,960$211K0.03%new13F-HRTimeline
Creekside Partners2,960$211K0.1%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,943$210K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Invst, LLC2,903$207K0.03%new13F-HRTimeline
Essex LLC2,900$207K0.04%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.2,898$207K0.06%new13F-HRTimeline
WealthCare Investment Partners, LLC2,859$206K0.07%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,892$206K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,847$203K<0.01%new13F-HRTimeline
UMB Bank, n.a.2,643$188K<0.01%013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,500$178K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC2,343$167K0.02%-72713F-HRTimeline
Global Trust Asset Management, LLC2,324$166K0.09%-3,14013F-HRTimeline
Solstein Capital, LLC2,005$143K0.07%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,784$127K0.05%+47313F-HRTimeline
BOK Financial Private Wealth, Inc.1,743$124K0.01%013F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…1,620$115K<0.01%new13F-HRTimelineGroup
Stone House Investment Management, LLC1,611$115K0.02%-52713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,403$99K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,349$96.1K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC1,298$92.5K0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,212$86.4K<0.01%+1513F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,205$85.9K0.01%013F-HRTimelineGroup
CVA Family Office, LLC1,200$85.5K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,165$83K0.04%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,146$81.7K<0.01%-23613F-HRTimelineGroup
Atlantic Private Wealth, LLC1,114$79.4K0.05%013F-HRTimeline
ADIRONDACK TRUST CO1,082$77.1K0.03%new13F-HRTimeline
Creative Capital Management Investments…1,040$74.1K0.03%013F-HRTimeline
NFSG Corp1,013$72.2K0.01%new13F-HRTimeline
Bogart Wealth, LLC964$68.7K<0.01%+15513F-HRTimeline
Pinnacle Bancorp, Inc.919$65.5K0.02%+113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC906$64.6K<0.01%new13F-HRTimeline
Red Tortoise LLC831$59.2K0.03%+113F-HRTimeline
Arax Advisory Partners752$53.6K<0.01%-1313F-HRTimeline
Capital Investment Advisory Services, L…745$53.1K<0.01%+36813F-HRTimeline
Salomon & Ludwin, LLC738$52.9K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…718$51.5K0.01%013F-HRTimelineGroup
Crewe Advisors LLC718$51.2K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.700$49.2K0.03%-3,90813F-HRTimeline
Sarver Vrooman Wealth Advisors662$47.2K0.03%+6313F-HRTimeline
GeoWealth Management, LLC642$45.8K<0.01%-236,43413F-HRTimeline
HOWE & RUSLING INC611$43.6K<0.01%+10213F-HRTimeline
Luken Investment Analytics, LLC600$42.8K0.02%013F-HRTimeline
Center for Financial Planning, Inc.597$42.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC550$39.2K0.01%013F-HRTimelineGroup
Clearstead Trust, LLC544$38.8K0.01%013F-HRTimeline
REAP Financial Group, LLC528$37.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC527$37.6K<0.01%013F-HRTimeline
10Elms LLP515$36.7K0.03%013F-HRTimeline
Glassman Wealth Services510$36.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.539$36.1K<0.01%013F-HRTimeline
Briaud Financial Planning Inc517$36K0.01%013F-HRTimeline
Truvestments Capital LLC500$35.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC497$35.4K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC493$35.1K0.01%013F-HRTimeline
Independence Bank of Kentucky464$33.1K<0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…462$33K<0.01%013F-HRTimeline
SYM FINANCIAL Corp442$31.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…430$30.7K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…400$28.5K0.01%new13F-HRTimeline