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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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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
LPL Financial LLC11,370,990$810M0.27%+1,326,73613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,247,520$659M0.16%+3,741,69913F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC8,043,049$573M9.61%+319,08713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,461,240$538M0.89%-179,34813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,659,192$475M0.03%+236,59113F-HRTimelineGroup
FMR LLCin group FMR LLC5,258,991$375M0.02%+570,62213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,360,942$311M0.03%+264,19913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,296,767$306M0.07%+682,20713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,250,785$303M1.05%-96,70013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,869,397$276M0.09%+1,469,18713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,791,045$198M0.35%+459,88813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,668,272$190M0.04%+74,00713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,510,147$179M0.03%+446,39413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,852,838$132M+528,882Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,843,952$131M0.1%+161,63813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,678,247$120M0.03%+143,47013F-HRTimelineGroup
SFMG, LLC1,630,713$116M8.72%+10,64113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,575,902$112M0.08%+382,29813F-HRTimelineGroup
NorthCoast Asset Management LLC1,516,681$108M0.46%+106,62013F-HRTimeline
First Command Advisory Services, Inc.1,444,206$103M0.89%+37,08613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC1,407,188$100M1.08%-20,71513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,345,602$95.9M4.73%+675,52113F-HRTimeline
Cetera Investment Advisers1,330,058$94.8M0.16%+247,43713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,320,290$94.1M0.78%+78,62013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,275,063$90.9M0.12%-263,32613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,162,433$82.8M0.05%+49,02313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,159,039$82.6M0.19%-71,28913F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management803,063$57.2M8.65%-300,93313F-HRTimelineGroup
Evensky & Katz LLC771,432$55M3.36%-12,04813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP762,266$54.3M0.05%+139,48813F-HRTimelineGroup
Paragon Capital Management Ltd752,029$53.6M9.71%-4,88013F-HRTimeline
MML INVESTORS SERVICES, LLC639,221$45.6M0.13%+82,13813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP636,600$45.4M0.08%+385,40013F-HRTimelineGroup
Family Investment Center, Inc.613,851$43.7M9.91%+12,61113F-HRTimeline
Davidson Capital Management Inc.610,919$43.5M10.45%+4,96813F-HRTimeline
Demars Financial Group, LLC572,147$40.8M15.66%new13F-HRTimeline
First International Bank & Trust569,374$40.6M14.11%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding547,605$39M-174,103Timeline
Milestone Investment Advisors LLC532,920$38M9.91%-12,07313F-HRTimeline
Sterling Financial Group, Inc.522,195$37.2M12.49%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.518,299$36.9M12.61%+5,91013F-HRTimeline
Capital Planning Advisors, LLC507,230$36.1M5.3%-25,92013F-HRTimeline
UNION SAVINGS BANK469,548$33.5M15.4%+32,38113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP463,932$33.1M0.04%-20,17213F-HR/ATimelineGroup
Perennial Investment Advisors, LLC449,341$32M3.11%+124,61613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO443,584$31.6M7.94%13F-HRTimeline
Cambridge Investment Research Advisors,…441,199$31.4M0.1%+64,32113F-HRTimeline
Schwallier Wealth Management LLC432,589$30.8M18.84%+59,46813F-HRTimeline
Orgel Wealth Management, LLC429,791$30.6M0.74%+13,40513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.427,025$30.4M0.17%+36,74913F-HRTimeline
Mariner, LLCin group Mariner, LLC420,646$30M0.04%-15,94313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP382,566$27.3M0.04%+79,17913F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp375,908$26.8M1.17%-92,66313F-HRTimelineGroup
Ballast, Inc.349,424$24.9M6.52%-4,56713F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC332,014$23.7M0.71%+12,41013F-HRTimeline
HighTower Advisors, LLC325,096$23.2M0.03%-3,31013F-HRTimeline
Private Advisor Group, LLC303,306$21.6M0.12%+91,60813F-HRTimeline
ACT Advisors, LLC.295,834$21.1M9.75%-7,28013F-HRTimeline
Piedmont Capital Management, LLC283,226$20.2M11.67%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.282,958$20.2M0.33%+10,00213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278,848$19.9M<0.01%+26,71113F-HRTimelineGroup
Sterling Group Wealth Management, LLC278,118$19.8M10.97%-119,93713F-HRTimeline
Qube Research & Technologies Ltd271,921$19.4M0.03%+123,05113F-HRTimeline
Rollins Financial Advisors, LLC262,327$18.7M2.98%+9,14613F-HRTimeline
SAX WEALTH ADVISORS, LLC261,553$18.6M1.13%+242,38313F-HRTimeline
Steward Partners Investment Advisory, L…261,438$18.6M0.15%+108,82613F-HRTimeline
TruWealth Advisors, LLC259,665$18.5M1.02%-98013F-HRTimeline
Tidemark, LLC253,263$18M5.82%+16,07113F-HRTimeline
COZAD ASSET MANAGEMENT INC251,522$17.9M1.57%+7,06913F-HR/ATimeline
Snowden Capital Advisors LLC248,507$17.7M0.52%+4,10313F-HRTimeline
Cresset Asset Management, LLC245,343$17.5M0.09%+43913F-HR/ATimeline
Focus Financial Network, Inc.234,262$16.7M0.66%+17,33713F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding231,208$16.5M+119,774Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV230,707$16.4M1.18%-71,44613F-HRTimeline
Graves Light Lenhart Wealth, Inc.229,618$16.4M1.95%-7,52013F-HRTimeline
Global Retirement Partners, LLC228,220$16.3M0.4%13F-HRTimeline
BLAIR WILLIAM & CO/IL222,150$15.8M0.04%+40,19213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC218,855$15.6M0.08%-3,33513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding216,469$15.4M+149,623Timeline
Sound View Wealth Advisors Group, LLC213,726$15.2M1.13%-3,58513F-HRTimeline
Cresta Advisors, Ltd.212,780$15.2M7.39%+9,05913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.208,184$14.8M0.03%+170,93613F-HRTimelineGroup
Burns Matteson Capital Management, LLC207,432$14.8M7.14%-1,73313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding206,326$14.7M-27,325Timeline
WCG Wealth Advisors LLC205,459$14.6M0.95%+12,37813F-HRTimeline
TSFG, LLC201,653$14.4M2.6%-30,61813F-HRTimeline
Atria Wealth Solutions, Inc.198,875$14.2M0.32%-247,65713F-HRTimeline
Eagle Strategies LLC199,249$14.2M2.16%+4,37313F-HRTimeline
Hoese & Co LLP192,801$13.7M11.08%+3,47713F-HRTimeline
JNBA Financial Advisors190,101$13.5M1.3%new13F-HRTimeline
Opes Wealth Management LLC185,463$13.2M2.35%+5,35113F-HRTimeline
SIERRA OCEAN, LLC184,213$13.1M9.46%+11,44613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC174,560$12.4M0.23%+3,65713F-HRTimelineGroup
Trilogy Capital Inc.171,006$12.2M0.59%-822,82413F-HRTimeline
Cedar Mountain Advisors, LLC170,539$12.2M2.53%+3,12113F-HRTimeline
Jordan Park Group LLC170,250$12.1M0.79%013F-HRTimeline
Strategies Wealth Advisors, LLC165,666$11.8M1.29%+41,83413F-HRTimeline
Ruggaard & Associates LLC158,963$11.3M4.55%new13F-HRTimeline
CPC Advisors, LLC158,397$11.3M1.42%+98113F-HRTimeline
TD Capital Management LLC156,888$11.2M1.06%+5,71613F-HRTimeline
Chicago Wealth Management, Inc.156,118$11.1M5.3%-49713F-HRTimeline
Sage Mountain Advisors LLC152,334$10.9M0.71%+11,05113F-HRTimeline
Certified Advisory Corp151,355$10.8M1.12%+9,01013F-HRTimeline
Nikulski Financial, Inc.150,962$10.8M2.95%-41913F-HRTimeline
IHT Wealth Management, LLC148,383$10.6M0.29%+17,57913F-HRTimeline
Headland Capital, LLC144,854$10.3M3.12%+7,65913F-HR/ATimeline
Jackson Wealth Management, LLC143,503$10.2M1.11%-4,25113F-HRTimeline
Financial Advocates Investment Manageme…141,025$10M0.82%new13F-HRTimeline
Veltria Advisors Corp.139,567$9.95M6.64%013F-HRTimeline
Core Wealth Advisors, Inc.138,360$9.86M2.83%+9,41913F-HRTimeline
Sanctuary Advisors, LLC135,183$9.63M0.06%+81,77613F-HRTimeline
Janney Montgomery Scott LLC131,634$9.38M0.02%+2,55313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC130,753$9.32M0.02%+69,38413F-HRTimelineGroup
Symphony Financial, Ltd. Co.127,155$9.12M1.2%new13F-HR/ATimeline
Vigilare Wealth Management127,435$9.08M3.4%-93,72113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.126,785$9.03M0.59%+18,61813F-HRTimelineGroup
Legacy Private Trust Co.126,418$9.01M0.58%-5,82913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…123,136$8.77M0.02%+34,07313F-HR/ATimelineGroup
NewEdge Advisors, LLC123,019$8.77M0.05%+4,02413F-HRTimeline
Creative Planningin group Creative Planning121,204$8.64M0.01%+2,70113F-HRTimelineGroup
Stonebridge Financial Planning Group, L…120,548$8.59M3.59%+12013F-HRTimeline
Lynx Investment Advisory120,350$8.58M5.6%-49,58313F-HRTimeline
Allworth Financial LP116,571$8.31M0.04%+58113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.115,321$8.22M<0.01%+40,21013F-HRTimelineGroup
Beaumont Asset Management, L.L.C.112,901$8.05M4.32%+38,70213F-HRTimeline
Kingsview Wealth Management, LLC110,242$7.86M0.13%+20,38713F-HRTimeline
HARBOUR INVESTMENTS, INC.109,242$7.78M0.2%-42413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC108,212$7.71M0.78%-7,87113F-HRTimeline
Cornerstone Wealth Management, LLC108,063$7.7M0.47%+1,48713F-HRTimeline
OPTIMA CAPITAL LLC106,405$7.58M4.08%+15,11013F-HRTimeline
Integrity Financial Corp /WA106,025$7.56M3.85%-58,39113F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…105,800$7.54M0.06%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC103,910$7.4M1.66%+13,70913F-HRTimeline
Wealthspire Retirement, LLC102,787$7.32M0.48%-2,39813F-HRTimeline
Performa Ltd (US), LLC102,749$7.32M2.21%+3,21013F-HRTimeline
Flagship Private Wealth, LLC101,345$7.22M3.07%+1,18113F-HR/ATimeline
Henshaw Capital LLC100,000$7.13M0.28%013F-HRTimeline
Integrity Investment Advisors, LLC98,361$7.01M5.39%+8,24413F-HRTimeline
MAI Capital Management97,041$6.92M0.05%-5,82213F-HRTimeline
Dynamic Wealth Strategies, LLC94,910$6.76M4.87%+4,14013F-HRTimeline
Cedar Wealth Management, LLC94,502$6.73M2.28%-56213F-HRTimeline
COMERICA BANK93,975$6.7M0.03%+16,28713F-HRTimeline
Well Done, LLC93,206$6.64M1.25%-7,87413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD91,138$6.5M0.09%-66,04213F-HRTimelineGroup
Clear Creek Financial Management, LLC91,084$6.49M0.62%-2,01813F-HRTimeline
Providence First Trust Co87,540$6.24M2.2%+75813F-HRTimeline
IAG Wealth Partners, LLC82,515$5.88M0.78%-8,11213F-HRTimeline
Riggs Asset Managment Co. Inc.82,366$5.87M1.44%+25913F-HRTimeline
KPP Advisory Services LLC81,134$5.78M0.95%+15,16813F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS79,137$5.64M0.01%+62,39313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78,120$5.57M0.01%-2,27013F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC76,879$5.48M0.38%+5,07213F-HRTimeline
GPS Wealth Strategies Group, LLC75,487$5.38M0.62%+72,99613F-HRTimeline
FIDELITY D & D BANCORP INC75,471$5.38M3.3%+7,82313F-HRTimeline
Vise Technologies, Inc.74,699$5.32M0.22%13F-HRTimeline
Atria Investments, Inc73,637$5.25M0.06%+68,05013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC70,283$5.01M<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO70,102$5M0.03%+2,90213F-HRTimelineGroup
Provenance Wealth Advisors, LLC69,776$4.97M0.71%-7,63813F-HRTimeline
Orion Porfolio Solutions, LLC67,793$4.83M0.04%-4,15513F-HR/ATimeline
MONTAG A & ASSOCIATES INC67,660$4.82M0.23%-3,20613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC65,712$4.68M1.32%-61213F-HRTimeline
Parallel Advisors, LLC65,283$4.65M0.09%-79313F-HRTimeline
Hartford Financial Management Inc.65,065$4.64M1.27%-8,32013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC65,016$4.63M0.22%-2,90113F-HRTimeline
Western Wealth Management, LLC64,640$4.61M0.27%+1,02113F-HRTimeline
MGO ONE SEVEN LLC64,565$4.6M0.15%+10,74613F-HRTimeline
Sigma Planning Corp62,911$4.48M0.13%+41,64813F-HRTimeline
Summit Financial, LLC61,968$4.42M0.1%+17,36113F-HRTimeline
Balanced Rock Investment Advisors LLC61,782$4.4M3.45%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…60,879$4.34M0.23%-21,57613F-HRTimelineGroup
Berkeley, Inc60,768$4.33M1.55%new13F-HRTimeline
Lionshead Wealth Management, LLC60,227$4.29M3.96%+8,83113F-HRTimeline
High Net Worth Advisory Group LLC60,197$4.29M1.14%+73513F-HRTimeline
Cerro Pacific Wealth Advisors LLC58,571$4.17M1.16%+9,12013F-HRTimeline
Weaver Consulting Group58,426$4.16M1.15%+33,77513F-HRTimeline
FSA WEALTH PARTNERS, INC.57,697$4.11M1.99%+52,16713F-HRTimeline
GC Wealth Management RIA, LLC57,505$4.1M0.33%-5,31213F-HRTimeline
RFG Advisory, LLC57,408$4.09M0.1%-7,04913F-HRTimeline
GTS SECURITIES LLC56,827$4.05M0.18%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.55,705$3.97M1.82%-39,59613F-HRTimeline
J.W. COLE ADVISORS, INC.54,463$3.88M0.08%+1,67813F-HRTimeline
Onyx Bridge Wealth Group LLC53,835$3.84M0.51%+37613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…53,442$3.79M1.47%+2,02313F-HRTimeline
Verum Partners LLC53,027$3.78M0.87%-57913F-HRTimeline
EWG Elevate Inc.51,603$3.68M1.13%new13F-HRTimeline
PRIVATE TRUST CO NA50,527$3.6M0.34%+14,58913F-HRTimeline
PFG Investments, LLC50,181$3.58M0.21%new13F-HRTimeline
Owen LaRue, LLC48,910$3.49M1.48%+8,77413F-HRTimeline
NewEdge Wealth, LLC48,563$3.46M0.05%+36,76713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…47,078$3.35M1.21%+2113F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding46,756$3.33M+8,091Timeline
Redhawk Wealth Advisors, Inc.46,250$3.3M0.41%-613F-HRTimeline
LMCG INVESTMENTS, LLC46,236$3.29M0.21%-6,54413F-HRTimeline
Merit Financial Group, LLC46,053$3.28M0.04%-1,61213F-HRTimeline
Park Edge Advisors, LLC44,721$3.19M0.82%-6,01013F-HRTimeline
DBK Financial Counsel, LLC44,305$3.16M2.85%+10213F-HRTimeline
Compass Ion Advisors, LLC41,900$2.99M0.32%+2,82413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…40,364$2.88M0.01%-131,85713F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED40,335$2.87M0.24%+9,50313F-HRTimeline