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

Congress 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
2025 Q2	$1.22M	Buy	17,122 +7,216	+73%	+$488K	0.01%	660
2025 Q1	$658K	Buy	+9,906	New	+$679K	0.01%	737

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's SPHQ Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 73% in Q2 2025, buying an estimated $488K and bringing the position to 17,122 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #660.

Congress Wealth Management first reported a position in SPHQ in Q1 2025 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Congress Wealth Management held 17,122 shares of Invesco S&P 500 Quality ETF worth $1.22M as of Q2 2025.
Congress Wealth Management bought 7,216 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $488K.
Invesco S&P 500 Quality ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #660 holding.
Congress Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 2 quarters since.
670 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.