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Consolidated Portfolio Review Corp’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-6,690
Closed -$490K – 345
2025
Q3 		$490K Sell
6,690
-4
-0.1% -$289 0.06% 273
2025
Q2 		$477K Buy
+6,694
New +$453K 0.07% 264

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPHQ Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2025, closing a stake of 6,690 shares — an estimated $490K sold.

Consolidated Portfolio Review Corp first reported a position in SPHQ in Q2 2025 and held it in 2 quarters. The position peaked at $490K in Q3 2025. 712 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 6,690 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $490K.
  • Consolidated Portfolio Review Corp first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's Invesco S&P 500 Quality ETF position peaked at $490K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.