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Advisor Resource Council’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Advisor Resource Council’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-64,178
Closed -$4.26M – 524
2025
Q1 		$4.26M Buy
+64,178
New +$4.4M 0.34% 75
2024
Q1 		– Sell
-72,349
Closed -$3.91M – 480
2023
Q4 		$3.91M Buy
+72,349
New +$3.72M 0.46% 56

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisor Resource Council's SPHQ Position: Q2 2025 in Review

Advisor Resource Council sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 64,178 shares — an estimated $4.26M sold.

Advisor Resource Council first reported a position in SPHQ in Q4 2023 and held it in 2 quarters. The position peaked at $4.26M in Q1 2025. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • Advisor Resource Council reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 64,178 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $4.26M.
  • Advisor Resource Council first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Invesco S&P 500 Quality ETF position peaked at $4.26M in Q1 2025.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.