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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

617 managers (625 13F filers) reported a position in SPHQ shares at 2025-03-31, 116,837,714 shares in all. 71 filers opened a position and 46 filers sold out during the quarter.

Managers
617
13F filers
625
New
71
Added
276
Reduced
159
Sold out
46
Shares held by filers
116,837,714

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC10,044,254$666M0.26%+1,325,93113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC7,723,962$512M9.56%+50,11513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,640,588$507M0.97%-523,16213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,422,601$426M0.03%+946,73313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,505,821$365M0.1%+1,727,68513F-HRTimelineGroup
FMR LLCin group FMR LLC4,688,369$311M0.02%+549,52713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,347,485$288M1.1%+14,72113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,096,743$272M0.02%-134,59913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,614,560$240M0.06%+446,98413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,594,265$172M0.03%+700,16813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,400,210$159M0.06%+897,94413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,331,157$155M0.34%+444,24813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,063,753$137M0.03%+121,53413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,682,314$112M0.09%+224,95413F-HRTimelineGroup
SFMG, LLC1,620,072$107M8.48%-25,30113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,538,389$102M0.14%+255,68713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,534,777$102M-117,373Timeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,427,903$94.7M1.06%+105,78613F-HRTimelineGroup
NorthCoast Asset Management LLC1,410,061$93.5M0.47%-495,51213F-HR/ATimeline
First Command Advisory Services, Inc.1,407,120$93.3M0.89%-11,027,10613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,323,956$87.8M-10,948,653Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,241,670$82.4M0.78%+153,99013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,230,328$81.6M0.22%+697,96413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,193,604$78.4M0.07%+427,38613F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,113,410$73.9M0.04%+49,92213F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,103,996$73.2M11.75%13F-HRTimelineGroup
Cetera Investment Advisers1,082,621$71.8M0.14%-36,37713F-HRTimeline
Trilogy Capital Inc.993,830$65.9M3.46%-38,90513F-HRTimeline
Evensky & Katz LLC783,480$52M3.49%-13,56013F-HRTimeline
Paragon Capital Management Ltd756,909$50.2M10.29%-22,10113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding721,708$47.9M+301,090Timeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV670,081$44.5M6.09%+14,42713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP622,778$41.3M0.04%+75,35413F-HRTimelineGroup
Davidson Capital Management Inc.605,951$40.2M10.9%-229,26713F-HRTimeline
Family Investment Center, Inc.601,240$39.9M9.75%+78,77013F-HRTimeline
MML INVESTORS SERVICES, LLC557,083$37M0.12%+39,48513F-HRTimeline
Milestone Investment Advisors LLC544,993$36.2M10.04%-15,86313F-HRTimeline
Capital Planning Advisors, LLC533,150$35.4M5.46%+6,57013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.512,389$34M12.34%+10,02713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP484,104$32.1M0.05%-14,36813F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp468,571$31.1M1.42%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.446,532$29.6M0.36%+15,22713F-HRTimeline
UNION SAVINGS BANK437,167$29M14.17%+49,04413F-HRTimeline
Mariner, LLCin group Mariner, LLC436,589$29M0.05%+71,52013F-HRTimelineGroup
Orgel Wealth Management, LLC416,386$27.6M0.72%+41,84013F-HRTimeline
Sterling Group Wealth Management, LLC398,055$26.4M14.16%+2,81813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.390,276$25.9M0.16%-80,24213F-HRTimeline
Cambridge Investment Research Advisors,…376,878$25M0.08%+17,73213F-HRTimeline
Schwallier Wealth Management LLC373,121$24.8M18.28%-72,94013F-HRTimeline
Ballast, Inc.353,991$23.5M6.64%+68813F-HRTimeline
HighTower Advisors, LLC328,406$21.8M0.03%+9,48013F-HRTimeline
Perennial Investment Advisors, LLC324,725$21.5M2.43%+182,03813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC319,604$21.2M0.71%+15,53113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP303,387$20.1M0.03%+13,39913F-HRTimelineGroup
ACT Advisors, LLC.303,114$20.1M10.91%-6,44113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV302,153$20M1.6%+51,62113F-HRTimeline
KWB Wealth291,139$19.5M2.35%+38,13213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.272,956$18.1M0.31%+19,03013F-HRTimelineGroup
TruWealth Advisors, LLC260,645$17.3M1.04%+2,50413F-HRTimeline
Rollins Financial Advisors, LLC253,181$16.8M2.93%+16,50013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO252,137$16.7M<0.01%+20,71013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP251,200$16.7M0.04%-164,60013F-HRTimelineGroup
SYKON CAPITAL LLC250,942$16.6M6.32%new13F-HRTimeline
Cresset Asset Management, LLC244,904$16.2M0.08%+26,27713F-HRTimeline
COZAD ASSET MANAGEMENT INC244,453$16.2M1.62%+8,65113F-HRTimeline
Snowden Capital Advisors LLC244,404$16.2M0.52%+56,94513F-HRTimeline
Tidemark, LLC237,192$15.7M5.77%+41,38013F-HRTimeline
Graves Light Lenhart Wealth, Inc.237,138$15.7M1.93%+4,38413F-HRTimeline
GeoWealth Management, LLC237,076$15.7M0.63%+175,81813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding233,651$15.5M+5,896Timeline
TSFG, LLC232,271$15.4M3.15%+22,44113F-HRTimeline
Foundations Investment Advisors, LLC230,626$15.3M0.28%+208,16013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC222,190$14.7M0.09%+2,37213F-HRTimelineGroup
Vigilare Wealth Management221,156$14.7M5.86%+21,76513F-HRTimeline
Sound View Wealth Advisors Group, LLC217,311$14.4M1.18%+3,75313F-HRTimeline
Focus Financial Network, Inc.216,925$14.4M0.59%+3,97913F-HRTimeline
Private Advisor Group, LLC211,698$14M0.08%+29,15113F-HRTimeline
Burns Matteson Capital Management, LLC209,165$13.9M7.47%+10,64513F-HRTimeline
Cresta Advisors, Ltd.203,721$13.5M7%+51,03813F-HRTimeline
Eagle Strategies LLC194,876$12.9M2.25%-15,59313F-HRTimeline
WCG Wealth Advisors LLC193,081$12.8M0.97%-325,07613F-HR/ATimeline
Hoese & Co LLP189,324$12.6M10.89%+29,70913F-HRTimeline
BLAIR WILLIAM & CO/IL181,958$12.1M0.04%+19,35813F-HRTimeline
Opes Wealth Management LLC180,112$11.9M2.41%+15,47913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…172,221$11.8M0.03%-19,04713F-HR/ATimelineGroup
SIERRA OCEAN, LLC172,767$11.5M9.04%+12,05913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC170,903$11.5M0.26%013F-HRTimelineGroup
Jordan Park Group LLC170,250$11.3M0.82%013F-HRTimeline
Lynx Investment Advisory169,933$11.3M7.52%+29,27813F-HRTimeline
Cedar Mountain Advisors, LLC167,418$11.1M2.49%+2,84213F-HRTimeline
Integrity Financial Corp /WA164,416$10.9M6.19%+16813F-HRTimeline
CPC Advisors, LLC157,416$10.4M1.44%+56,59613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD157,180$10.4M0.19%+41,17913F-HRTimelineGroup
Chicago Wealth Management, Inc.156,615$10.4M5.44%+2,71513F-HRTimeline
Steward Partners Investment Advisory, L…152,612$10.1M0.09%+81,59113F-HRTimeline
Nikulski Financial, Inc.151,381$10M3.04%+1,10813F-HRTimeline
TD Capital Management LLC151,172$10M1.02%+10,20613F-HRTimeline
Qube Research & Technologies Ltd148,870$9.88M0.02%-2,92213F-HRTimeline
Jackson Wealth Management, LLC147,754$9.8M1.19%+3,14613F-HRTimeline
Certified Advisory Corp142,345$9.44M1.07%+70613F-HRTimeline
WIN ADVISORS, INC141,512$9.39M4.82%new13F-HRTimeline
Sage Mountain Advisors LLC141,283$9.37M0.69%-4,10613F-HRTimeline
Veltria Advisors Corp.139,567$9.26M6.02%new13F-HRTimeline
Headland Capital, LLC137,195$9.1M3.03%+3,94313F-HRTimeline
Legacy Private Trust Co.132,247$8.77M0.6%-8,38513F-HRTimeline
IHT Wealth Management, LLC130,804$8.68M0.27%+17,96713F-HRTimeline
Janney Montgomery Scott LLC129,081$8.56M0.02%+80,98813F-HRTimeline
Core Wealth Advisors, Inc.128,941$8.55M2.72%+6,95713F-HRTimeline
Strategies Wealth Advisors, LLC123,832$8.22M1%+3,31613F-HRTimeline
Synergy Investment Management, LLC122,121$8.1M3.38%+27,43413F-HRTimeline
Stonebridge Financial Planning Group, L…120,428$7.99M3.65%+1,42213F-HRTimeline
NewEdge Advisors, LLC118,995$7.89M0.05%+7,93913F-HRTimeline
Creative Planningin group Creative Planning118,503$7.86M0.01%-2,14613F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC116,083$7.7M0.78%-53913F-HRTimeline
Allworth Financial LP115,990$7.53M0.04%-3,76213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners111,434$7.39M1.21%-5,42413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.109,666$7.28M0.21%+5,16813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.108,167$7.18M0.52%+6,91413F-HRTimelineGroup
Cornerstone Wealth Management, LLC106,576$7.07M0.48%+15913F-HRTimeline
Wealthspire Retirement, LLC105,185$6.98M0.55%+7,25713F-HRTimeline
MAI Capital Management102,863$6.82M0.05%-8,02513F-HRTimeline
Well Done, LLC101,080$6.78M1.23%-68713F-HRTimeline
Flagship Private Wealth, LLC100,164$6.64M3.16%+5,14313F-HRTimeline
Henshaw Capital LLC100,000$6.63M0.29%013F-HRTimeline
Performa Ltd (US), LLC99,539$6.6M2.2%+14,08813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.95,301$6.32M3.19%-2,08413F-HRTimeline
Cedar Wealth Management, LLC95,064$6.31M2.24%+413F-HRTimeline
Clear Creek Financial Management, LLC93,102$6.18M0.64%+5,19913F-HRTimeline
OPTIMA CAPITAL LLC91,295$6.06M3.86%+77,34513F-HRTimeline
Dynamic Wealth Strategies, LLC90,770$6.02M5.01%-33,68913F-HRTimeline
IAG Wealth Partners, LLC90,627$6.01M0.93%-5,64713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC90,201$5.98M1.59%+29,56613F-HRTimeline
Integrity Investment Advisors, LLC90,117$5.98M5.46%13F-HRTimeline
Kingsview Wealth Management, LLC89,855$5.96M0.11%+36,69613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…89,063$5.91M0.01%+10,65713F-HRTimelineGroup
Providence First Trust Co86,782$5.76M2.33%+66113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…82,455$5.48M0.22%+14,62313F-HRTimelineGroup
Riggs Asset Managment Co. Inc.82,107$5.45M1.56%+1,56713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/80,390$5.33M0.01%+35,88513F-HRTimelineGroup
COMERICA BANK77,688$5.15M0.02%+7,73013F-HRTimeline
Provenance Wealth Advisors, LLC77,414$5.14M0.74%-7,19813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.75,111$4.98M<0.01%-7213F-HRTimelineGroup
Beaumont Asset Management, L.L.C.74,199$4.92M2.97%+1,94913F-HRTimeline
Hartford Financial Management Inc.73,385$4.87M1.01%+21613F-HRTimeline
Geneos Wealth Management Inc.72,385$4.8M0.07%+54,78013F-HRTimeline
Orion Porfolio Solutions, LLC71,948$4.77M0.05%-68513F-HRTimeline
Orion Portfolio Solutions, LLC71,948$4.77M0.05%-68513F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,885$4.77M0.12%+17,16313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC71,807$4.76M0.3%+31,74313F-HRTimeline
MONTAG A & ASSOCIATES INC70,866$4.7M0.24%+1,09313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC69,257$4.59M0.99%+3,14113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC67,917$4.51M0.24%+27813F-HRTimeline
FIDELITY D & D BANCORP INC67,648$4.49M2.95%+5,60613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO67,200$4.46M0.03%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding66,846$4.43M+1,999Timeline
WEST MICHIGAN ADVISORS, LLC66,324$4.4M1.46%+1,74513F-HRTimeline
Parallel Advisors, LLC66,076$4.38M0.1%-1,28513F-HRTimeline
KPP Advisory Services LLC65,966$4.38M0.83%-30,10013F-HRTimeline
RFG Advisory, LLC64,457$4.28M0.12%-21,28313F-HRTimeline
Advisor Resource Council64,178$4.26M0.34%new13F-HRTimeline
Western Wealth Management, LLC63,619$4.22M0.28%+48113F-HRTimeline
GC Wealth Management RIA, LLC62,817$4.17M0.76%+1,60213F-HRTimeline
ERn Financial, LLC62,013$4.11M0.65%+21,28313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC61,369$4.07M0.01%-1,80413F-HRTimelineGroup
Collier Financial60,380$4.01M3.41%-101,59013F-HRTimeline
High Net Worth Advisory Group LLC59,462$3.94M1.11%+3,81513F-HRTimeline
Convergence Financial, LLC57,146$3.79M0.74%-41413F-HRTimeline
MGO ONE SEVEN LLC53,819$3.57M0.14%+17,18613F-HRTimeline
Verum Partners LLC53,606$3.56M0.96%-77013F-HRTimeline
Onyx Bridge Wealth Group LLC53,459$3.55M0.51%+8,83213F-HRTimeline
Sanctuary Advisors, LLC53,407$3.54M0.02%+4,98013F-HRTimeline
Northwest Financial Advisors52,857$3.51M2.91%+8,44813F-HRTimeline
J.W. COLE ADVISORS, INC.52,785$3.5M0.11%+6,10213F-HRTimeline
LMCG INVESTMENTS, LLC52,780$3.5M0.23%+41813F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…51,419$3.41M1.44%+76713F-HRTimeline
Lionshead Wealth Management, LLC51,396$3.41M3.54%-16,50813F-HRTimeline
Park Edge Advisors, LLC50,731$3.37M0.94%-88,69813F-HRTimeline
Cerro Pacific Wealth Advisors LLC49,451$3.31M1.08%+5,84813F-HRTimeline
Merit Financial Group, LLC47,665$3.16M0.05%-3,74013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…47,057$3.12M1.19%-22713F-HRTimeline
Redhawk Wealth Advisors, Inc.46,256$3.07M0.41%+28613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…44,609$2.96M0.01%-5,87113F-HRTimelineGroup
Summit Financial, LLC44,607$2.96M0.08%new13F-HRTimeline
DBK Financial Counsel, LLC44,203$2.93M2.94%+13013F-HRTimeline
Owen LaRue, LLC40,136$2.66M1.33%+2,99113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…39,528$2.62M0.03%-19,69913F-HRTimelineGroup
Alpha Cubed Investments, LLC39,176$2.6M0.12%-1,19013F-HRTimeline
Compass Ion Advisors, LLC39,076$2.59M0.31%+8,55513F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding38,665$2.56M+4,597Timeline
Crestwood Advisors Group, LLC38,349$2.54M0.05%-1,56013F-HRTimeline
Sagace Wealth Management LLC38,024$2.52M1.91%+89313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP37,731$2.5M0.19%+3,62213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,248$2.47M<0.01%+18,89313F-HRTimelineGroup
MONECO ADVISORS, LLC36,870$2.45M0.25%+1,24013F-HR/ATimeline
Kentucky Trust Co36,230$2.4M1.43%-17513F-HRTimeline
Intrua Financial, LLC36,195$2.4M0.38%-60,50613F-HRTimeline
PRIVATE TRUST CO NA35,938$2.38M0.25%-2,44913F-HRTimeline
Endowment Wealth Management, Inc.34,961$2.32M1.49%+3,01813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC34,705$2.3M0.03%-9,13313F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC34,593$2.29M0.44%-1,16213F-HRTimeline