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Coppell Advisory Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Coppell Advisory Solutions’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
Q3 		– Sell
-11,834
Closed -$838K – 415
2025
Q2 		$838K Sell
11,834
-8,158
-41% -$552K 0.1% 175
2025
Q1 		$1.32M Buy
19,992
+19,581
+4,764% +$1.34M 0.18% 125
2024
Q4 		$27.6K Buy
411
+27
+7% +$1.83K ﹤0.01% 759
2024
Q3 		$25.8K Buy
+384
New +$25K ﹤0.01% 763
2023
Q2 		– Sell
-18,512
Closed -$867K – 1445
2023
Q1 		$867K Buy
+18,512
New +$846K 0.28% 89

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return