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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

813 managers (827 13F filers) reported a position in SPHQ shares at 2026-06-30, 154,780,675 shares in all. 119 filers opened a position and 44 filers sold out during the quarter.

Managers
813
13F filers
827
New
119
Added
325
Reduced
220
Sold out
44
Shares held by filers
154,780,675

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Freedom Investment Management, Inc.3,590$323K0.09%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,575$322K0.02%+63413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,552$320K<0.01%013F-HRTimeline
J HAGAN CAPITAL, INC.3,550$320K0.15%+25513F-HRTimeline
Opus Financial Solutions LLC3,545$319K0.26%-72713F-HRTimeline
Wealth Management Associates, Inc.3,542$319K0.09%+32713F-HRTimeline
Spinnaker Investment Group, LLC3,521$317K0.05%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.3,488$314K0.1%new13F-HRTimeline
Almanack Investment Partners, LLC.3,433$309K0.04%new13F-HRTimeline
Abel Hall, LLC3,432$309K0.05%new13F-HRTimeline
LVZ, Inc.3,431$309K0.03%013F-HRTimeline
Runnymede Capital Advisors, Inc.3,431$309K0.18%013F-HRTimeline
Lakeridge Wealth Management LLC3,429$309K0.11%-1,56513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,416$308K<0.01%-4813F-HRTimelineGroup
Lloyd Advisory Services, LLC.3,375$304K0.12%+2,85713F-HRTimeline
McKinley Carter Wealth Services, Inc.3,367$303K0.02%-36613F-HRTimeline
ABOUND FINANCIAL, LLC3,322$299K0.12%013F-HRTimeline
GUERRA PAN ADVISORS, LLC3,316$299K0.17%013F-HRTimeline
Hibernia Wealth Partners, LLC3,237$292K0.16%-3,23713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,233$291K<0.01%013F-HRTimelineGroup
Prosperity Consulting Group, LLC3,233$291K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,232$291K0.03%new13F-HRTimeline
Joel Isaacson & Co., LLC3,220$290K0.01%+2013F-HRTimeline
Indiana Trust & Investment Management Co3,209$289K0.08%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,175$286K0.02%013F-HRTimeline
CoreCap Advisors, LLC3,150$284K0.01%+18213F-HRTimeline
Prime Capital Investment Advisors, LLC3,145$283K<0.01%-30013F-HRTimeline
Sagewood Asset Management LP3,110$280K0.06%013F-HRTimeline
Total Wealth Planning & Management, Inc.3,020$272K0.2%013F-HRTimeline
DECISION INVESTMENTS, INC3,018$272K0.25%-4613F-HRTimeline
Curi Capital, LLC3,013$271K<0.01%-9213F-HRTimeline
Forefront Wealth Partners, LLC2,982$269K0.08%new13F-HRTimeline
Creekside Partners2,960$267K0.1%013F-HRTimeline
Financial Security Advisor, Inc.2,955$266K0.04%+613F-HRTimeline
Operose Advisors LLC2,953$266K0.05%013F-HRTimeline
Professional Financial Advisors, LLC2,951$266K0.05%new13F-HRTimeline
Fullerton Advisors, LLC2,910$262K0.25%+713F-HRTimeline
Dorsey & Whitney Trust CO LLC2,892$261K0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,859$258K<0.01%013F-HRTimelineGroup
Concentrum Wealth Management2,850$257K0.06%new13F-HRTimeline
AlphaStar Capital Management, LLC2,774$250K0.02%-4113F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,765$249K0.01%new13F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,752$248K0.11%-8913F-HRTimeline
Barnett & Company, Inc.2,751$248K0.18%-6513F-HRTimeline
Global Trust Asset Management, LLC2,730$246K0.08%+1,62513F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,722$245K<0.01%new13F-HRTimeline
Northstar Group, Inc.2,710$244K0.03%-30313F-HRTimeline
Waterloo Capital, L.P.2,690$242K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,681$242K<0.01%013F-HR/ATimeline
Composition Wealth, LLC2,659$240K<0.01%-2513F-HRTimeline
Essex LLC2,619$236K0.04%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,614$236K0.01%new13F-HRTimeline
Gaddis Premier Wealth Advisors LLC2,613$235K0.14%new13F-HRTimeline
Keystone Financial Group2,606$235K0.01%-12413F-HRTimeline
Partners in Financial Planning2,588$233K0.04%new13F-HRTimeline
Strategic Advisors LLC2,574$232K0.05%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,573$232K<0.01%new13F-HRTimeline
Covenant Asset Management, LLC2,567$231K0.04%new13F-HRTimeline
CGC Financial Services, LLC2,560$231K0.05%-4913F-HRTimeline
MATAURO, LLC2,548$230K0.03%new13F-HRTimeline
Aegis Wealth Management, Inc.2,516$227K0.15%new13F-HRTimeline
Reliant Investment Partners, LLC2,508$226K0.15%new13F-HRTimeline
Crown Wealth Group, LLC2,480$223K0.06%new13F-HRTimeline
RMR Wealth Builders2,464$222K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,522$222K<0.01%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC2,462$222K0.16%013F-HRTimeline
Curry Webb Wealth Management LLC2,458$221K0.09%new13F-HRTimeline
CPWA, LLC2,436$219K0.25%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,431$219K0.07%-1,95113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,424$218K0.06%-40813F-HRTimeline
MBE Wealth Management, LLC2,409$217K0.08%new13F-HRTimeline
Outlook Wealth Advisors, LLC2,402$216K0.05%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,398$216K<0.01%new13F-HRTimeline
Strathmore Capital Advisors, Inc.2,517$216K0.06%013F-HRTimeline
Fisher Asset Management, LLC2,382$215K<0.01%-7,09513F-HRTimeline
BCGM Wealth Management, LLC2,367$213K0.05%new13F-HRTimeline
Cyr Financial Inc.2,357$212K0.11%new13F-HRTimeline
Chicago Wealth Management, Inc.2,341$211K0.07%new13F-HRTimeline
Avantax Planning Partners, Inc.2,337$211K0.01%new13F-HRTimeline
Legacy PCG, LLC2,436$210K1.04%new13F-HRTimeline
GK Wealth Management LLC2,323$209K0.13%new13F-HRTimeline
Douglass Winthrop Advisors, LLC2,322$209K<0.01%new13F-HRTimeline
Allen Capital Group, LLC2,300$207K0.02%new13F-HRTimeline
Root Financial Partners, LLC2,299$207K0.01%013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,284$206K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.2,264$204K0.01%new13F-HRTimeline
Dunhill Financial, LLC2,263$204K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,254$203K<0.01%new13F-HRTimeline
Aprio Wealth Management, LLC2,250$203K0.01%new13F-HRTimeline
GFS Advisors, LLC2,415$203K0.03%new13F-HR/ATimeline
Harbor Group, Inc.2,242$202K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,163$195K<0.01%+50213F-HRTimeline
Sarver Vrooman Wealth Advisors2,138$191K0.11%+1413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,085$188K<0.01%013F-HRTimelineGroup
Solstein Capital, LLC2,005$181K0.06%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,743$157K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,656$149K0.04%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,556$140K0.12%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,539$139K<0.01%+28013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,475$133K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,403$126K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,271$115K0.05%+313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,243$112K<0.01%+1,01413F-HRTimeline
CVA Family Office, LLC1,200$108K0.01%013F-HRTimeline
Creative Capital Management Investments…1,170$105K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,165$105K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC1,114$100K0.06%013F-HRTimeline
Independence Bank of Kentucky1,114$100K0.01%013F-HRTimeline
AlphaCore Capital LLC1,114$100K<0.01%013F-HRTimeline
MTM Investment Management, LLC1,100$99.1K0.03%+40013F-HRTimeline
Noble Wealth Management PBC1,050$94.6K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,030$92.8K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…1,011$91.1K0.03%013F-HRTimeline
CX Institutional966$87K<0.01%013F-HRTimeline
Stone House Investment Management, LLC927$83.5K0.01%-1,87813F-HRTimeline
Pinnacle Bancorp, Inc.927$83.5K0.02%+213F-HRTimeline
PlanVest Financial, Inc897$80.8K0.05%013F-HRTimeline
ADIRONDACK TRUST CO818$73.7K0.02%013F-HRTimeline
Glassman Wealth Services810$73K0.01%+30013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC789$71.1K<0.01%-286,03813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.684$62K<0.01%+14413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC691$61.5K0.01%-2613F-HRTimeline
Signature Equity Partners, LLC651$58.7K0.03%+25613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…629$56.7K<0.01%+13013F-HRTimelineGroup
Crewe Advisors LLC628$56.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC611$55.1K<0.01%013F-HRTimeline
CENTRICA WEALTH MANAGEMENT, LLC713$55K0.04%13F-HRTimeline
Luken Investment Analytics, LLC600$54.1K0.02%013F-HRTimeline
Center for Financial Planning, Inc.597$53.8K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC580$52.3K0.01%-71813F-HRTimeline
SYM FINANCIAL Corp566$51K<0.01%013F-HRTimeline
LGT Financial Advisors LLC557$50.2K0.27%new13F-HRTimeline
TOP Private Wealth LLC.554$49.9K0.05%13F-HRTimeline
Fourth Dimension Wealth, LLC546$49.2K0.02%+17013F-HRTimeline
REAP Financial Group, LLC532$47.9K0.01%013F-HRTimeline
Continuum Advisory, LLC529$47.7K<0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC515$46.4K0.04%new13F-HRTimeline
Bogart Wealth, LLC514$46.3K<0.01%013F-HRTimeline
Family Capital Trust Co504$45.4K0.01%013F-HR/ATimeline
BURKETT FINANCIAL SERVICES, LLC503$45.3K0.01%+213F-HRTimeline
Truvestments Capital LLC500$45K0.01%013F-HRTimeline
Millstone Evans Group, LLC497$44.8K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC493$44.4K0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC490$44.2K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC475$42.8K<0.01%+113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…462$41.6K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…400$36K0.01%013F-HRTimeline
Bernard Wealth Management Corp.389$35K0.01%013F-HRTimeline
Bell Investment Advisors, Inc369$33.2K<0.01%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$32K0.02%013F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT353$31.8K<0.01%+6413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding343$30.9K-615Timeline
Anchor Investment Management, LLC287$25.8K<0.01%+113F-HRTimeline
Pacific Center for Financial Services282$25.4K0.01%013F-HRTimeline
Park Place Capital Corp281$25.3K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.260$23.5K<0.01%013F-HRTimeline
FIRST HORIZON CORP255$23K<0.01%013F-HRTimeline
CENTRAL TRUST Co226$20.4K<0.01%-71013F-HRTimeline
Cape Investment Advisory, Inc.225$20.3K0.01%new13F-HRTimeline
Providence Capital Advisors, LLC220$19.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC215$19.4K<0.01%013F-HRTimeline
Kilter Group LLC197$17.8K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…190$17.1K<0.01%013F-HRTimeline
Abound Wealth Management189$17K<0.01%-27613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC188$16.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC183$16.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC181$16.3K<0.01%+4613F-HRTimeline
WOLFF WIESE MAGANA LLC180$16.2K0.01%013F-HRTimeline
CDKV HOLDINGS LLC178$16K0.01%013F-HRTimeline
Quantbot Technologies LP173$15.6K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.166$15K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.166$15K0.01%013F-HRTimeline
Napier Financial, LLC155$14K<0.01%013F-HRTimeline
Community Bank, N.A.155$14K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.151$13.6K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.146$13.2K<0.01%-37213F-HRTimeline
FAS Wealth Partners, Inc.141$12.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp129$11.6K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC125$11.3K0.01%013F-HRTimeline
MCF Advisors LLC122$10.9K<0.01%-50213F-HRTimeline
Family Manage LLC114$10.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC120$10.2K<0.01%new13F-HRTimeline
City State Bank111$10K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.111$10K0.01%013F-HRTimeline
Wagner Wealth Management, LLC103$9.31K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.101$9.1K0.01%013F-HRTimeline
Centerpoint Advisors, LLC102$9K<0.01%013F-HRTimeline
Bullock Wealth Management Group101$8.95K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC92$8.29K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.89$8.02K<0.01%013F-HRTimeline
BAYBAN87$7.84K0.01%013F-HRTimeline
BFSG, LLC80$7.21K<0.01%-7313F-HRTimeline
Nemes Rush Group LLC78$6.99K<0.01%+113F-HRTimeline
Hughes Financial Services, LLC70$6.31K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.67$6.04K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC62$5.61K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC62$5.59K<0.01%013F-HRTimeline
GAMMA Investing LLC54$4.87K<0.01%013F-HRTimeline
Asset Dedication, LLC52$4.69K<0.01%013F-HRTimeline
WealthShield Partners, LLC33$2.97K<0.01%new13F-HRTimeline