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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

703 managers (715 13F filers) reported a position in SPHQ shares at 2025-12-31, 133,494,097 shares in all. 47 filers opened a position and 48 filers sold out during the quarter.

Managers
703
13F filers
715
New
47
Added
264
Reduced
227
Sold out
48
Shares held by filers
133,494,097

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Foundations Investment Advisors, LLC10,511$789K0.01%+64113F-HRTimeline
Regal Investment Advisors LLC10,503$788K0.05%+65513F-HRTimeline
HB Wealth Management, LLC10,388$780K0.01%-21413F-HRTimeline
Wealth Group Ltd10,334$776K0.17%-6813F-HRTimeline
Glenview Trust Co10,258$770K0.01%013F-HRTimeline
Trinity Wealth Management, LLC10,226$767K0.28%+50213F-HRTimeline
MADDEN SECURITIES Corp10,200$766K0.23%-8413F-HRTimeline
Steele Capital Management, Inc.10,074$756K0.03%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,756$732K0.02%-1,92513F-HRTimeline
Ridgeline Wealth Planning, LLC9,655$725K0.52%-2,81213F-HRTimeline
Glen Eagle Advisors, LLC9,632$723K0.1%-6,02513F-HRTimeline
Beacon Bridge Wealth Partners, LLC9,528$715K0.24%-83013F-HRTimeline
Lunt Capital Management, Inc.9,508$714K0.27%-29513F-HRTimeline
PFG Advisors9,445$709K0.03%-12513F-HRTimeline
Verdence Capital Advisors LLC9,260$695K0.04%-2213F-HRTimeline
Reyes Financial Architecture, Inc.9,152$687K0.42%013F-HRTimeline
Alta Wealth Advisors LLC8,942$671K0.22%+1013F-HRTimeline
Avidian Wealth Enterprises, LLC8,933$670K0.02%-2213F-HRTimeline
Strategic Investment Advisors / MI8,913$669K0.06%+8,40813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8,906$668K0.19%013F-HRTimeline
SteelPeak Wealth, LLC8,742$656K0.02%-3,31313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,575$644K<0.01%+1,59413F-HRTimelineGroup
Harbor Asset Planning, Inc.8,554$642K0.55%+1213F-HRTimeline
Empowered Funds, LLC8,525$640K0.01%new13F-HR/ATimeline
Olistico Wealth, LLC8,458$635K0.31%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,399$630K0.01%+7613F-HRTimeline
CARLSON FINANCIAL, INC.8,398$630K0.37%13F-HRTimeline
WealthBridge Capital Management, LLC8,336$626K0.14%013F-HRTimeline
EP Wealth Advisors, LLC8,217$617K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC8,152$612K0.01%+2,11113F-HRTimeline
Clearstead Advisors, LLC8,126$610K0.01%-35513F-HRTimeline
Riggs Asset Managment Co. Inc.8,042$604K0.12%-25013F-HRTimeline
KDK Private Wealth Management, LLC7,821$587K0.51%+2,73013F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC7,808$586K0.03%013F-HRTimeline
GTS SECURITIES LLC7,790$585K0.02%-74,83413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,789$585K0.02%013F-HRTimelineGroup
Plotkin Financial Advisors, LLC7,769$583K0.28%-913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,666$575K0.07%+43413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,619$572K0.02%+43313F-HRTimelineGroup
Hyundai Investments Co., Ltd.7,545$571K0.56%new13F-HRTimeline
Betterment LLC7,592$570K<0.01%-4,57513F-HRTimeline
Secure Asset Management, LLC7,595$570K0.09%+76713F-HRTimeline
Redwood Family Wealth LLC7,413$556K0.55%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,164$538K0.01%+53413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,154$537K0.01%-4013F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC7,053$529K0.21%-16613F-HRTimelineGroup
ORG Partners LLC7,050$529K0.09%013F-HRTimeline
Hibernia Wealth Partners, LLC7,038$528K0.16%+2,52213F-HRTimeline
Cambria Investment Management, L.P.7,024$527K0.03%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,985$524K0.08%-11,30013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,957$522K0.14%+3,79213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,851$514K0.18%+6,22513F-HRTimeline
ATX Financial Planning, LLC6,810$511K0.39%13F-HRTimeline
Invariant Investment Management6,597$510K0.33%13F-HRTimeline
Soltis Investment Advisors LLC6,796$510K0.03%new13F-HR/ATimeline
Sowell Financial Services LLC6,790$510K0.02%-2813F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.6,777$509K0.41%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,703$503K0.01%-30,78313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,662$500K0.02%+43813F-HRTimelineGroup
Collaborative Wealth Managment Inc.6,457$485K0.17%-49013F-HRTimeline
OPTIMA CAPITAL LLC6,423$482K0.21%-102,92313F-HRTimeline
1900 WEALTH MANAGEMENT LLC6,397$480K0.03%-96513F-HRTimeline
Arrowroot Family Office, LLC6,308$473K0.17%+1613F-HRTimeline
True North Advisors, LLC6,278$471K0.06%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…6,265$470K0.1%013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding6,242$468K-147Timeline
CFO4Life Group, LLC6,152$462K0.07%013F-HRTimeline
Guardian Asset Advisors, LLC6,147$461K0.24%+1813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,060$455K0.01%-1,36613F-HRTimelineGroup
SageView Advisory Group, LLC5,957$447K0.02%-23713F-HRTimeline
Commonwealth Financial Services, LLC5,799$435K0.07%-81513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,705$428K<0.01%013F-HRTimelineGroup
Wick Capital Partners, LLC5,693$427K0.08%013F-HR/ATimeline
Bedel Financial Consulting, Inc.5,634$423K0.05%013F-HRTimeline
Intrepid Financial Planning Group LLC5,545$416K0.16%-11113F-HRTimeline
Biltmore Family Office, LLC5,500$413K0.06%013F-HRTimeline
Galvin, Gaustad & Stein, LLC5,395$405K0.03%+16213F-HRTimeline
BCU Wealth Advisors, LLC5,389$404K0.15%+1313F-HRTimeline
Retireful, LLC5,336$404K0.51%-12,96713F-HRTimeline
Sequent Planning LLC5,351$402K0.1%-2,24413F-HRTimeline
One Capital Management, LLC5,342$401K0.01%-90213F-HRTimeline
Clearwater Capital Advisors, LLC5,248$394K0.03%013F-HRTimeline
Gateway Wealth Partners, LLC5,209$391K0.04%+1,23113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC5,205$391K0.02%-2513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp5,195$390K0.05%013F-HRTimelineGroup
Mutual Advisors, LLC5,192$390K0.01%-1013F-HRTimeline
Vestmark Advisory Solutions, Inc.5,179$389K0.01%+313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,171$388K<0.01%new13F-HRTimelineGroup
Midwest Trust Co5,147$386K<0.01%+7513F-HRTimeline
Financial Advisory Corp5,109$383K0.06%+2,14013F-HRTimeline
Latitude Advisors, LLC5,053$379K0.17%+14813F-HRTimeline
MIdWestOne Financial Group, Inc.5,045$379K0.04%013F-HRTimeline
Bank of Marin4,947$371K0.26%-35913F-HRTimeline
Lakeridge Wealth Management LLC4,929$370K0.17%+413F-HRTimeline
AEGON USA Investment Management, LLC4,920$369K0.26%+16013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,898$368K<0.01%013F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC4,844$364K<0.01%+1,99713F-HRTimeline
WJ Wealth Management, LLC4,828$362K0.16%013F-HRTimeline
Valeo Financial Advisors, LLC4,819$362K0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,817$362K0.01%-32313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,812$361K0.6%+1013F-HRTimeline
ARQ WEALTH ADVISORS, LLC4,805$361K0.1%013F-HRTimeline
Berger Financial Group, Inc4,772$358K0.02%new13F-HRTimeline
WESPAC Advisors, LLC4,722$354K0.19%-17,68213F-HRTimeline
CENTAURUS FINANCIAL, INC.4,716$354K0.02%+13413F-HRTimeline
LANARK FINANCIAL, INC.4,711$354K0.03%+30013F-HRTimeline
Curry Webb Wealth Management LLC4,706$353K0.18%13F-HRTimeline
CONNORS INVESTOR SERVICES INC4,699$353K0.03%+87313F-HRTimeline
FIRST AMERICAN TRUST, FSB4,691$352K0.02%-13613F-HRTimeline
Medallion Wealth Advisors, LLC4,614$346K0.12%-1,27513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,607$346K<0.01%013F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO4,495$337K0.01%-17,57113F-HRTimeline
MB Generational Wealth, LLC4,484$337K0.18%-63713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,439$333K0.01%-1,13113F-HRTimeline
Opus Financial Solutions LLC4,426$332K0.31%13F-HRTimeline
LVZ, Inc.4,399$330K0.04%+74113F-HR/ATimeline
Curi Capital, LLC4,375$328K0.01%+9313F-HRTimeline
SHP Wealth Management4,348$326K0.03%13F-HRTimeline
Clarius Group, LLC4,347$326K0.02%+913F-HRTimeline
Vectors Research Management, LLC4,312$324K0.1%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,309$323K<0.01%+42113F-HRTimeline
AMG National Trust Bank4,300$323K0.01%013F-HRTimeline
Maltin Wealth Management, Inc.4,269$320K0.13%013F-HRTimeline
Summit Trail Advisors, LLC4,250$319K0.01%-2,68513F-HRTimeline
Diversified Enterprises, LLC4,235$318K0.02%+413F-HRTimeline
Wealthspire Advisors, LLC4,180$314K<0.01%+8913F-HRTimeline
AMERIFLEX GROUP, INC.4,045$304K0.16%-4,73113F-HRTimeline
Armbruster Capital Management, Inc.4,000$300K0.05%013F-HRTimeline
NOVEM GROUP3,870$290K0.03%-6413F-HRTimeline
McKinley Carter Wealth Services, Inc.3,853$289K0.02%-2,12913F-HRTimeline
Ballast Rock Private Wealth LLC3,812$286K0.18%13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,803$285K0.02%new13F-HRTimeline
Everhart Financial Group, Inc.3,795$285K0.03%013F-HRTimeline
COURIER CAPITAL LLC3,782$284K0.02%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,778$284K0.02%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…3,742$281K0.15%013F-HRTimeline
Parkside Financial Bank & Trust3,714$279K0.02%+813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,712$279K0.1%+63513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,681$278K0Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,696$277K0.03%-39913F-HRTimelineGroup
CHOREO, LLC3,653$277K<0.01%+58813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,530$274K0.02%new13F-HRTimelineGroup
Single Point Partners, LLC3,580$269K0.05%+1013F-HRTimeline
Redwood Wealth Management Group, LLC3,522$264K0.11%-87513F-HRTimeline
Spinnaker Investment Group, LLC3,521$264K0.05%013F-HRTimeline
NVWM, LLC3,468$260K0.06%013F-HRTimeline
WealthCare Investment Partners, LLC3,446$260K0.08%+25613F-HRTimeline
ABOUND FINANCIAL, LLC3,322$249K0.1%013F-HR/ATimeline
Lifeworks Advisors, LLC3,254$244K0.03%-6913F-HRTimeline
Prime Capital Investment Advisors, LLC3,238$243K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …3,237$243K0.14%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,233$243K<0.01%-2,66813F-HRTimelineGroup
Prosperity Consulting Group, LLC3,233$243K0.01%-42813F-HRTimeline
Wealth Management Associates, Inc.3,212$241K0.08%-813F-HRTimeline
Indiana Trust & Investment Management Co3,209$241K0.07%013F-HRTimeline
Joel Isaacson & Co., LLC3,200$240K0.01%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,175$238K0.02%+13613F-HRTimeline
Aspire Capital Advisors LLC3,146$236K0.06%-2,11713F-HRTimeline
Lantern Wealth Advisors, LLC3,112$234K0.12%+31313F-HRTimeline
Composition Wealth, LLC3,092$232K<0.01%-1313F-HRTimeline
Robinhood Asset Management, LLC3,072$231K0.02%13F-HRTimeline
DECISION INVESTMENTS, INC3,068$230K0.25%13F-HRTimeline
Operose Advisors LLC3,024$227K0.05%+7113F-HRTimeline
Total Wealth Planning & Management, Inc.3,020$227K0.18%13F-HRTimeline
Northstar Group, Inc.3,013$226K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC3,002$225K0.17%013F-HRTimeline
VestGen Advisors, LLC2,970$223K0.01%-18,07813F-HRTimeline
Creekside Partners2,960$222K0.09%013F-HRTimeline
Financial Security Advisor, Inc.2,938$220K0.04%new13F-HRTimeline
Essex LLC2,905$218K0.04%+313F-HRTimeline
Cadia Private Client LLC2,904$218K0.17%13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,892$217K0.01%013F-HRTimeline
Fullerton Advisors, LLC2,892$217K0.22%13F-HRTimeline
Barnett & Company, Inc.2,871$215K0.17%-10513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,832$213K0.06%-1,34113F-HRTimeline
AlphaStar Capital Management, LLC2,815$211K0.02%013F-HRTimeline
Modern Wealth Management, LLC2,798$210K<0.01%new13F-HRTimeline
Koss-Olinger Consulting, LLC2,760$207K0.02%-75013F-HRTimeline
Keystone Financial Group2,745$206K0.02%new13F-HRTimeline
Belpointe Asset Management LLC2,745$206K0.01%-2,49813F-HRTimeline
KM Capital Management Ltd.2,707$203K0.1%-1,55413F-HRTimeline
CGC Financial Services, LLC2,705$203K0.05%+5813F-HRTimeline
Headlands Technologies LLC2,686$202K0.02%new13F-HRTimeline
Fortis Capital Management LLC2,682$201K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,681$201K<0.01%new13F-HRTimeline
UMB Bank, n.a.2,643$198K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC2,299$173K0.01%013F-HRTimeline
Dunhill Financial, LLC2,263$170K0.04%+1,75513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,085$156K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…2,033$153K0.01%+80513F-HRTimeline
Solstein Capital, LLC2,005$150K0.06%013F-HRTimeline
CoreCap Advisors, LLC1,985$149K0.01%-61613F-HRTimeline
Sarver Vrooman Wealth Advisors1,967$148K0.09%+1,28913F-HR/ATimeline
BOK Financial Private Wealth, Inc.1,743$131K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,655$124K0.04%-13013F-HRTimeline
Stone House Investment Management, LLC1,611$121K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,580$119K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,475$111K0.01%+1,17513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,403$105K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,349$101K<0.01%013F-HRTimelineGroup