Christopher J. Hasenberg’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Christopher J. Hasenberg’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 Q2	$1.92K	Hold	27	–	–	﹤0.01%	199
2025 Q1	$1.79K	Hold	27	–	–	﹤0.01%	178
2024 Q4	$1.81K	Sell	27 -175	-87%	-$11.9K	﹤0.01%	168
2024 Q3	$13.5K	Sell	202 -456	-69%	-$29.6K	0.01%	82
2024 Q2	$41.8K	Sell	658 -60	-8%	-$3.66K	0.02%	49
2024 Q1	$43.4K	Sell	718 -310,103	-100%	-$17.8M	0.02%	39
2023 Q4	$16.8M	Buy	+310,821	New	+$16M	9.37%	6

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

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

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

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

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

Christopher J. Hasenberg's SPHQ Position: Q2 2025 in Review

Christopher J. Hasenberg held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2025 at 27 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Christopher J. Hasenberg first reported a position in SPHQ in Q4 2023 and has held it in 7 quarters since. The position peaked at $16.8M in Q4 2023. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Christopher J. Hasenberg held 27 shares of Invesco S&P 500 Quality ETF worth $1.92K as of Q2 2025.
Christopher J. Hasenberg left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2025.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #199 holding.
Christopher J. Hasenberg first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 7 quarters since.
Christopher J. Hasenberg's Invesco S&P 500 Quality ETF position peaked at $16.8M in Q4 2023.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.