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Briaud Financial Planning’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Briaud Financial Planning’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
-517
Closed -$36K – 296
2025
Q2 		$36K Hold
517
– – 0.01% 120
2025
Q1 		$34K Hold
517
– – 0.01% 98
2024
Q4 		$34K Buy
+517
New +$35.1K 0.01% 92

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Briaud Financial Planning's SPHQ Position: Q3 2025 in Review

Briaud Financial Planning sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 517 shares — an estimated $36K sold.

Briaud Financial Planning first reported a position in SPHQ in Q4 2024 and held it in 3 quarters. The position peaked at $36K in Q2 2025. 677 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

  • Briaud Financial Planning reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 517 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $36K.
  • Briaud Financial Planning first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Invesco S&P 500 Quality ETF position peaked at $36K in Q2 2025.
  • 677 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.