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Brighton Jones LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Brighton Jones LLC’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
2026
Q1 		$1.29M Buy
+17,146
New +$1.33M 0.03% 383
2025
Q4 		– Sell
-17,013
Closed -$1.25M – 819
2025
Q3 		$1.25M Buy
17,013
+10,102
+146% +$729K 0.03% 337
2025
Q2 		$492K Buy
6,911
+2,735
+65% +$185K 0.01% 537
2025
Q1 		$277K Buy
4,176
+228
+6% +$15.6K 0.01% 562
2024
Q4 		$265K Buy
3,948
+151
+4% +$10.2K 0.01% 557
2024
Q3 		$255K Buy
3,797
+6
+0.2% +$390 0.01% 467
2024
Q2 		$241K Buy
+3,791
New +$231K 0.01% 522
2024
Q1 		– Sell
-4,536
Closed -$245K – 652
2023
Q4 		$245K Buy
4,536
+12
+0.3% +$617 0.01% 486
2023
Q3 		$226K Buy
4,524
+536
+13% +$27.5K 0.01% 470
2023
Q2 		$201K Buy
+3,988
New +$192K 0.01% 509
2022
Q4 		– Sell
-12,212
Closed -$485K – 511
2022
Q3 		$485K Sell
12,212
-9
-0.1% -$395 0.03% 243
2022
Q2 		$513K Buy
12,221
+498
+4% +$22.9K 0.03% 246
2022
Q1 		$585K Buy
11,723
+39
+0.3% +$1.97K 0.03% 251
2021
Q4 		$622K Buy
11,684
+38
+0.3% +$1.96K 0.03% 236
2021
Q3 		$565K Buy
11,646
+41
+0.4% +$2.05K 0.03% 246
2021
Q2 		$564K Buy
+11,605
New +$540K 0.03% 238

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Brighton Jones LLC's SPHQ Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 17,146 shares worth $1.29M. The stake represents 0.03% of the portfolio and ranks #383 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SPHQ as recently as Q3 2025.

Brighton Jones LLC first reported a position in SPHQ in Q2 2021 and has held it in 16 quarters since. 747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Brighton Jones LLC held 17,146 shares of Invesco S&P 500 Quality ETF worth $1.29M as of Q1 2026.
  • Invesco S&P 500 Quality ETF was a new Brighton Jones LLC position in Q1 2026.
  • Invesco S&P 500 Quality ETF made up 0.03% of Brighton Jones LLC's portfolio in Q1 2026, its #383 holding.
  • Brighton Jones LLC first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 16 quarters since.
  • 747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.