Compass Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Compass Wealth Management’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 Q3	$17.2K	Buy	+204	New	+$17.5K	﹤0.01%	336

Other funds holding SPHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Compass Wealth Management's SPHQ Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026: 204 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

482 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Compass Wealth Management held 204 shares of Invesco S&P 500 Quality ETF worth $17.2K as of Q3 2026.
Invesco S&P 500 Quality ETF was a new Compass Wealth Management position in Q3 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #336 holding.
482 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.