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CFFP
Center for Financial Planning’s
Invesco S&P 500 Quality ETF
SPHQ
Stock Holding History
Center for 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
2026
Q1
$44.9K
Hold
597
–
–
﹤0.01%
320
2025
Q4
$44.8K
Hold
597
–
–
﹤0.01%
312
2025
Q3
$43.8K
Hold
597
–
–
﹤0.01%
322
2025
Q2
$42.5K
Hold
597
–
–
﹤0.01%
314
2025
Q1
$39.6K
Hold
597
–
–
0.01%
301
2024
Q4
$40K
Hold
597
–
–
0.01%
291
2024
Q3
$40.2K
Hold
597
–
–
0.01%
278
2024
Q2
$37.9K
Hold
597
–
–
0.01%
269
2024
Q1
$36.1K
Hold
597
–
–
0.01%
277
2023
Q4
$32.3K
Hold
597
–
–
0.01%
268
2023
Q3
$29.9K
Hold
597
–
–
0.01%
263
2023
Q2
$30.1K
Hold
597
–
–
0.01%
282
2023
Q1
$28.3K
Hold
597
–
–
0.01%
271
2022
Q4
$26.3K
Hold
597
–
–
0.01%
275
2022
Q3
$24K
Hold
597
–
–
0.01%
283
2022
Q2
$25K
Hold
597
–
–
0.01%
279
2022
Q1
$30K
Hold
597
–
–
0.01%
276
2021
Q4
$32K
Hold
597
–
–
0.01%
274
2021
Q3
$29K
Hold
597
–
–
0.01%
275
2021
Q2
$29K
Hold
597
–
–
0.01%
275
2021
Q1
$26K
Buy
+597
New
+$25.8K
0.01%
278
Other funds holding SPHQ
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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