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Curi RMB Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Curi RMB Capital’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
Q2 		$271K Sell
3,013
-92
-3% -$7.65K ﹤0.01% 789
2026
Q1 		$233K Sell
3,105
-1,270
-29% -$98.8K ﹤0.01% 797
2025
Q4 		$328K Buy
4,375
+93
+2% +$6.91K 0.01% 728
2025
Q3 		$314K Buy
+4,282
New +$309K 0.01% 594

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Curi RMB Capital's SPHQ Position: Q2 2026 in Review

Curi RMB Capital reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3% in Q2 2026, selling an estimated $7.65K and leaving 3,013 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Curi RMB Capital first reported a position in SPHQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $328K in Q4 2025. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Curi RMB Capital held 3,013 shares of Invesco S&P 500 Quality ETF worth $271K as of Q2 2026.
  • Curi RMB Capital sold 92 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $7.65K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #789 holding.
  • Curi RMB Capital first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's Invesco S&P 500 Quality ETF position peaked at $328K in Q4 2025.
  • 826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.