Beaumont Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Beaumont Financial 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
2025 Q3	–	Sell	-3,127	Closed	-$223K	–	403
2025 Q2	$223K	Sell	3,127 -54	-2%	-$3.65K	0.02%	350
2025 Q1	$211K	Buy	3,181 +43	+1%	+$2.95K	0.02%	353
2024 Q4	$210K	Sell	3,138 -214	-6%	-$14.5K	0.02%	352
2024 Q3	$225K	Buy	+3,352	New	+$218K	0.02%	320
2019 Q2	–	Sell	-40,521	Closed	-$1.3M	–	255
2019 Q1	$1.3M	Buy	+40,521	New	+$1.23M	0.14%	99

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Beaumont Financial Advisors's SPHQ Position: Q3 2025 in Review

Beaumont Financial Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 3,127 shares — an estimated $223K sold.

Beaumont Financial Advisors first reported a position in SPHQ in Q1 2019 and held it in 5 quarters. The position peaked at $1.3M in Q1 2019. 677 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

Beaumont Financial Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 3,127 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $223K.
Beaumont Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2019 and held it in 5 quarters.
Beaumont Financial Advisors's Invesco S&P 500 Quality ETF position peaked at $1.3M in Q1 2019.
677 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Beaumont Financial Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.