Avantax Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Avantax Advisory Services’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	$30.4M	Buy	427,025 +36,749	+9%	+$2.49M	0.17%	95
2025 Q1	$25.9M	Sell	390,276 -80,242	-17%	-$5.5M	0.16%	101
2024 Q4	$31.5M	Buy	470,518 +152,016	+48%	+$10.3M	0.2%	76
2024 Q3	$21.4M	Buy	318,502 +7,972	+3%	+$518K	0.14%	109
2024 Q2	$19.7M	Buy	310,530 +16,892	+6%	+$1.03M	0.14%	112
2024 Q1	$17.7M	Buy	293,638 +248,660	+553%	+$14.2M	0.16%	103
2023 Q4	$2.43M	Buy	44,978 +5,209	+13%	+$268K	0.02%	454
2023 Q3	$1.99M	Buy	39,769 +7,206	+22%	+$369K	0.02%	458
2023 Q2	$1.64M	Buy	32,563 +10,192	+46%	+$491K	0.02%	517
2023 Q1	$1.06M	Sell	22,371 -525	-2%	-$24K	0.01%	653
2022 Q4	$1.01M	Sell	22,896 -218,169	-91%	-$9.53M	0.01%	635
2022 Q3	$9.58M	Buy	241,065 +26,250	+12%	+$1.15M	0.15%	108
2022 Q2	$9.02M	Buy	214,815 +13,854	+7%	+$637K	0.14%	123
2022 Q1	$10M	Buy	200,961 +8,242	+4%	+$415K	0.14%	112
2021 Q4	$10.3M	Buy	192,719 +14,889	+8%	+$768K	0.15%	105
2021 Q3	$8.64M	Sell	177,830 -5,295	-3%	-$265K	0.14%	110
2021 Q2	$8.91M	Buy	183,125 +5,576	+3%	+$259K	0.16%	101
2021 Q1	$7.87M	Sell	177,549 -65,837	-27%	-$2.84M	0.17%	103
2020 Q4	$10.2M	Sell	243,386 -12,242	-5%	-$492K	0.24%	67
2020 Q3	$9.88M	Buy	255,628 +80,496	+46%	+$3.04M	0.16%	112
2020 Q2	$6.2M	Buy	175,132 +165,737	+1,764%	+$5.61M	0.18%	90
2020 Q1	$281K	Buy	9,395 +483	+5%	+$16.8K	0.01%	604
2019 Q4	$325K	Buy	+8,912	New	+$310K	0.01%	604

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

CCWA

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

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

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

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Avantax Advisory Services's SPHQ Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 9.4% in Q2 2025, buying an estimated $2.49M and bringing the position to 427,025 shares worth $30.4M. The position accounts for 0.17% of the portfolio, ranked #95.

Avantax Advisory Services first reported a position in SPHQ in Q4 2019 and has held it in 23 quarters since. The position peaked at $31.5M in Q4 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Avantax Advisory Services held 427,025 shares of Invesco S&P 500 Quality ETF worth $30.4M as of Q2 2025.
Avantax Advisory Services bought 36,749 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $2.49M.
Invesco S&P 500 Quality ETF made up 0.17% of Avantax Advisory Services's portfolio in Q2 2025, its #95 holding.
Avantax Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco S&P 500 Quality ETF position peaked at $31.5M in Q4 2024.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.