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

Beaumont 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
2025 Q3	–	Sell	-16,977	Closed	-$1.21M	–	54
2025 Q2	$1.21M	Buy	16,977 +8,244	+94%	+$558K	0.83%	32
2025 Q1	$579K	Buy	8,733 +4,278	+96%	+$293K	0.43%	40
2024 Q4	$299K	Sell	4,455 -19,633	-82%	-$1.33M	0.23%	40
2024 Q3	$1.62M	Buy	+24,088	New	+$1.57M	1.19%	29

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

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

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

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

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

Beaumont Capital Management's SPHQ Position: Q3 2025 in Review

Beaumont Capital Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 16,977 shares — an estimated $1.21M sold.

Beaumont Capital Management first reported a position in SPHQ in Q3 2024 and held it in 4 quarters. The position peaked at $1.62M in Q3 2024. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

Beaumont Capital Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
Beaumont Capital Management sold 16,977 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $1.21M.
Beaumont Capital Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and held it in 4 quarters.
Beaumont Capital Management's Invesco S&P 500 Quality ETF position peaked at $1.62M in Q3 2024.
676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Beaumont Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.