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

Atomi Financial Group’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 		$1.04M Sell
13,802
-754
-5% -$58.6K 0.03% 428
2025
Q4 		$1.09M Buy
14,556
+138
+1% +$10.2K 0.03% 386
2025
Q3 		$1.06M Sell
14,418
-207
-1% -$14.9K 0.03% 358
2025
Q2 		$1.04M Sell
14,625
-2,722
-16% -$184K 0.04% 327
2025
Q1 		$1.15M Buy
17,347
+12,468
+256% +$854K 0.05% 271
2024
Q4 		$327K Buy
4,879
+42
+0.9% +$2.85K 0.02% 679
2024
Q3 		$325K Buy
4,837
+1,312
+37% +$85.3K 0.02% 635
2024
Q2 		$224K Sell
3,525
-2,159
-38% -$132K 0.02% 697
2024
Q1 		$343K Buy
5,684
+1,470
+35% +$84.2K 0.03% 483
2023
Q4 		$228K Sell
4,214
-827
-16% -$42.5K 0.03% 500
2023
Q3 		$252K Buy
+5,041
New +$258K 0.08% 282

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