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Atria Wealth Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Atria Wealth Solutions’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 		$14.2M Sell
198,875
-247,657
-55% -$16.7M 0.32% 66
2025
Q1 		$29.6M Buy
446,532
+15,227
+4% +$1.04M 0.36% 51
2024
Q4 		$28.9M Buy
431,305
+21,757
+5% +$1.48M 0.32% 63
2024
Q3 		$27.6M Buy
409,548
+197,694
+93% +$12.8M 0.3% 64
2024
Q2 		$13.5M Buy
211,854
+51,382
+32% +$3.13M 0.15% 145
2024
Q1 		$9.7M Buy
160,472
+7,600
+5% +$435K 0.11% 197
2023
Q4 		$8.27M Buy
152,872
+2,748
+2% +$141K 0.1% 197
2023
Q3 		$7.51M Buy
150,124
+14,075
+10% +$721K 0.11% 199
2023
Q2 		$6.86M Buy
136,049
+43,458
+47% +$2.09M 0.09% 212
2023
Q1 		$4.38M Sell
92,591
-1,994
-2% -$91.2K 0.06% 297
2022
Q4 		$4.16M Buy
94,585
+2,553
+3% +$111K 0.07% 290
2022
Q3 		$3.66M Buy
92,032
+15,308
+20% +$671K 0.06% 303
2022
Q2 		$3.22M Buy
76,724
+6,291
+9% +$289K 0.06% 326
2022
Q1 		$3.52M Buy
+70,433
New +$3.55M 0.06% 325

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

Atria Wealth Solutions's SPHQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 55% in Q2 2025, selling an estimated $16.7M and leaving 198,875 shares worth $14.2M. The position accounts for 0.32% of the portfolio, ranked #66.

Atria Wealth Solutions first reported a position in SPHQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $29.6M in Q1 2025. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • Atria Wealth Solutions held 198,875 shares of Invesco S&P 500 Quality ETF worth $14.2M as of Q2 2025.
  • Atria Wealth Solutions sold 247,657 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $16.7M.
  • Invesco S&P 500 Quality ETF made up 0.32% of Atria Wealth Solutions's portfolio in Q2 2025, its #66 holding.
  • Atria Wealth Solutions first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco S&P 500 Quality ETF position peaked at $29.6M in Q1 2025.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.