Apollon Financial’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Apollon Financial’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
2026 Q1	$1.25M	Sell	16,662 -15	-0.1%	-$1.17K	0.17%	112
2025 Q4	$1.25M	Sell	16,677 -887	-5%	-$65.9K	0.18%	104
2025 Q3	$1.29M	Buy	17,564 +4	+0%	+$289	0.21%	93
2025 Q2	$1.25M	Sell	17,560 -622	-3%	-$42.1K	0.26%	84
2025 Q1	$1.21M	Sell	18,182 -1,504	-8%	-$103K	0.28%	82
2024 Q4	$1.32M	Buy	19,686 +246	+1%	+$16.7K	0.33%	69
2024 Q3	$1.31M	Sell	19,440 -594	-3%	-$38.6K	0.38%	55
2024 Q2	$1.27M	Buy	20,034 +856	+4%	+$52.2K	0.41%	51
2024 Q1	$1.16M	Buy	19,178 +107	+0.6%	+$6.13K	0.4%	54
2023 Q4	$1.03M	Buy	+19,071	New	+$980K	0.41%	52

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apollon Financial's SPHQ Position: Q1 2026 in Review

Apollon Financial reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.09% in Q1 2026, selling an estimated $1.17K and leaving 16,662 shares worth $1.25M. The position accounts for 0.17% of the portfolio, ranked #112.

Apollon Financial first reported a position in SPHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2024. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Apollon Financial held 16,662 shares of Invesco S&P 500 Quality ETF worth $1.25M as of Q1 2026.
Apollon Financial sold 15 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $1.17K.
Invesco S&P 500 Quality ETF made up 0.17% of Apollon Financial's portfolio in Q1 2026, its #112 holding.
Apollon Financial first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 10 quarters since.
Apollon Financial's Invesco S&P 500 Quality ETF position peaked at $1.32M in Q4 2024.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.