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
Fourth Dimension Wealth, LLC400$28.5K0.01%+513F-HRTimeline
Family Capital Trust Co395$28.1K0.01%013F-HRTimeline
Berkshire Money Management, Inc.390$27.8K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.389$27.7K0.01%013F-HRTimeline
Beacon Capital Management, Inc.338$24.1K<0.01%new13F-HRTimeline
Binnacle Investments Inc335$23.9K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$23K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.313$22.3K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.312$22.2K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.305$21.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC300$21.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services282$20.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC276$19.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC262$18.6K<0.01%+5813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT251$17.9K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC250$17.8K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…250$17.8K0.01%-10713F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC243$17.3K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…227$16.2K<0.01%-7213F-HRTimelineGroup
CENTRAL TRUST Co226$16.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC220$15.7K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC215$15.3K<0.01%013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…211$15K<0.01%new13F-HRTimelineGroup
Kilter Group LLC197$14K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.192$13.7K0.01%-5913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC188$13.4K<0.01%013F-HRTimeline
Glenmede Investment Management, LP183$13K<0.01%13F-HRTimeline
Global Wealth Strategies & Associates182$13K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC178$12.7K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC178$12.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC167$11.9K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc165$11.8K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC160$11.6K<0.01%new13F-HRTimeline
Transce3nd, LLC160$11.4K<0.01%013F-HRTimeline
BFSG, LLC153$10.9K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.141$10K<0.01%013F-HRTimeline
CX Institutional139$10K<0.01%new13F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp129$9.19K<0.01%new13F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC125$8.91K0.01%013F-HRTimeline
McIlrath & Eck, LLC118$8.44K<0.01%013F-HRTimeline
City State Bank111$7.91K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.111$7.91K0.01%013F-HRTimeline
Abound Wealth Management106$7.55K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC102$7.28K<0.01%-2,20013F-HRTimeline
Bullock Wealth Management Group101$7.21K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.89$6.34K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.83$5.92K<0.01%new13F-HRTimeline
Nemes Rush Group LLC77$5.46K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC73$5.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC71$5.06K<0.01%013F-HRTimeline
Hughes Financial Services, LLC70$5.01K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC62$4.43K<0.01%-98913F-HRTimeline
Beacon Capital Management, LLC53$3.78K<0.01%+3113F-HRTimeline
Asset Dedication, LLC52$3.71K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC40$2.85K<0.01%013F-HRTimeline
Versant Capital Management, Inc32$2.28K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc27$1.92K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.25$1.78K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC14$999<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$499<0.01%+313F-HRTimelineGroup
Dunhill Financial, LLC5$356<0.01%013F-HRTimeline
Manchester Capital Management LLC3$214<0.01%new13F-HRTimeline
Kozak & Associates, Inc.0$33<0.01%-15113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.