AQR Capital Management
SPHQ icon

AQR Capital Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

AQR Capital Management’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 		$5.13M Buy
68,253
+35,014
+105% +$2.72M ﹤0.01% 1728
2025
Q4 		$2.49M Buy
33,239
+10,264
+45% +$762K ﹤0.01% 1997
2025
Q3 		$1.68M Buy
22,975
+11,748
+105% +$848K ﹤0.01% 2091
2025
Q2 		$800K Buy
11,227
+5,373
+92% +$363K ﹤0.01% 2328
2025
Q1 		$388K Buy
5,854
+1,983
+51% +$136K ﹤0.01% 2566
2024
Q4 		$259K Buy
3,871
+125
+3% +$8.47K ﹤0.01% 2568
2024
Q3 		$252K Buy
+3,746
New +$243K ﹤0.01% 2478

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return