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Arkadios Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Arkadios Wealth Advisors’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 		$363K Buy
+4,829
New +$375K 0.01% 1261
2023
Q3 		– Sell
-4,523
Closed -$228K – 743
2023
Q2 		$228K Sell
4,523
-978
-18% -$47.1K 0.03% 529
2023
Q1 		$260K Buy
5,501
+155
+3% +$7.09K 0.03% 480
2022
Q4 		$235K Buy
+5,346
New +$233K 0.03% 469
2022
Q1 		– Sell
-3,875
Closed -$206K – 630
2021
Q4 		$206K Sell
3,875
-10
-0.3% -$516 0.03% 553
2021
Q3 		$188K Buy
3,885
+2,940
+311% +$147K 0.03% 520
2021
Q2 		$45K Buy
+945
New +$43.9K 0.01% 965

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