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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

704 managers (716 13F filers) reported a position in SPHQ shares at 2025-12-31, 133,494,252 shares in all. 47 filers opened a position and 48 filers sold out during the quarter.

Managers
704
13F filers
716
New
47
Added
264
Reduced
227
Sold out
48
Shares held by filers
133,494,252

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
Private Wealth Asset Management, LLC1,298$97.4K0.01%013F-HRTimeline
CVA Family Office, LLC1,200$90.1K0.01%013F-HRTimeline
Creative Capital Management Investments…1,170$87.8K0.03%+13013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,165$87.4K0.03%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,150$86.3K<0.01%13F-HRTimelineGroup
Atlantic Private Wealth, LLC1,114$83.6K0.05%013F-HRTimeline
Independence Bank of Kentucky1,114$83.6K0.01%+65013F-HRTimeline
AlphaCore Capital LLC1,114$83.6K<0.01%+94713F-HRTimeline
ADIRONDACK TRUST CO1,082$81.2K0.03%013F-HRTimeline
Noble Wealth Management PBC1,050$78.8K0.04%013F-HRTimeline
Investment Research & Advisory Group, I…1,011$75.9K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.923$69.3K0.02%+213F-HRTimeline
CX Institutional890$67K<0.01%+61013F-HRTimeline
Red Tortoise LLC826$62K0.03%-713F-HRTimeline
Global Trust Asset Management, LLC775$58.2K0.02%-1,46913F-HRTimeline
Salomon & Ludwin, LLC717$54.7K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…718$53.9K0.01%013F-HRTimelineGroup
FIRST HORIZON CORP695$52.2K<0.01%+39013F-HRTimeline
Crewe Advisors LLC628$47.1K<0.01%-9013F-HRTimeline
HOWE & RUSLING INC611$45.9K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC600$45K0.02%013F-HRTimeline
Center for Financial Planning, Inc.597$44.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC530$39.7K0.01%+213F-HRTimeline
Golden State Wealth Management, LLC527$39.6K<0.01%013F-HRTimeline
10Elms LLP515$38.7K0.04%013F-HRTimeline
Bogart Wealth, LLC514$38.6K<0.01%-5013F-HRTimeline
Glassman Wealth Services510$38.3K0.01%013F-HRTimeline
Truvestments Capital LLC500$37.5K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC500$37.5K0.01%013F-HRTimeline
Millstone Evans Group, LLC497$37.3K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC493$37K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC472$35.4K<0.01%+113F-HRTimelineGroup
Family Capital Trust Co469$35.2K0.01%+7413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…462$34.7K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…430$33.5K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC440$33.3K<0.01%-33913F-HRTimeline
SYM FINANCIAL Corp442$33.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…430$32.3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…400$30K0.01%013F-HRTimeline
Signature Equity Partners, LLC394$29.6K0.02%13F-HRTimeline
Bernard Wealth Management Corp.389$29.2K0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.393$29K0.03%13F-HRTimeline
Fourth Dimension Wealth, LLC376$28.2K0.01%-2113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$28K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC364$27.3K0.02%-75,45813F-HRTimeline
MTM Investment Management, LLC350$26.3K0.01%new13F-HRTimeline
Sound Income Strategies, LLC276$21.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS285$21.4K<0.01%-5913F-HRTimelineGroup
Pacific Center for Financial Services282$20.7K0.01%013F-HRTimeline
Ransom Advisory, Ltd266$20K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.260$19.5K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT253$19K<0.01%+113F-HRTimeline
CENTRAL TRUST Co226$17K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC220$16.5K<0.01%013F-HRTimeline
Kilter Group LLC197$14.8K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…191$14.4K<0.01%-61613F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC188$14.1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates184$13.8K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC179$13.4K0.01%013F-HRTimeline
CDKV HOLDINGS LLC178$13.4K0.01%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC175$13.1K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…165$12.4K<0.01%-12113F-HRTimelineGroup
Capital Investment Counsel, Inc165$12.4K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…157$11.8K0.01%013F-HRTimelineGroup
FinArc Investments, Inc.155$11.6K0.01%13F-HRTimeline
BFSG, LLC153$11.5K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.151$11.3K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC142$10.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.141$10.6K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp129$9.68K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC125$9.38K0.01%013F-HRTimeline
MCF Advisors LLC121$9.06K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC119$8.94K<0.01%013F-HRTimeline
Family Manage LLC114$8.56K<0.01%new13F-HRTimeline
City State Bank111$8.33K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.111$8.33K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.106$8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Centerpoint Advisors, LLC102$8K<0.01%new13F-HRTimeline
Abound Wealth Management106$7.96K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC103$7.71K<0.01%+113F-HRTimeline
Nova Wealth Management, Inc.101$7.58K0.01%013F-HRTimeline
Bullock Wealth Management Group101$7.55K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.89$6.68K<0.01%013F-HRTimeline
BAYBAN87$6.53K0.01%13F-HRTimeline
Nemes Rush Group LLC77$5.79K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC74$5.55K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC73$5.48K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC71$5.33K<0.01%013F-HRTimeline
Hughes Financial Services, LLC70$5.25K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC62$4.67K<0.01%013F-HRTimeline
Asset Dedication, LLC52$3.9K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC50$3.75K<0.01%-2613F-HRTimeline
Plante Moran Financial Advisors, LLC50$3.72K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC40$3K<0.01%013F-HRTimeline
Versant Capital Management, Inc32$2.4K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…29$2.18K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…11$826<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.6$452<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3$225<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2$150<0.01%new13F-HRTimeline
WFA of San Diego, LLC2$150<0.01%013F-HRTimeline
Activest Wealth Management1$44<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
VESTOR CAPITAL, LLC3,045$374-1,94313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.