EFA
SPHQ icon

Edge Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Edge Financial Advisors’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 		– Sell
-3,494
Closed -$232K – 128
2025
Q1 		$232K Sell
3,494
-33,566
-91% -$2.3M 0.15% 93
2024
Q4 		$2.48M Buy
37,060
+650
+2% +$44.1K 2.22% 8
2024
Q3 		$2.45M Buy
36,410
+2,454
+7% +$159K 2.17% 9
2024
Q2 		$2.16M Buy
33,956
+15,440
+83% +$941K 2.23% 6
2024
Q1 		$1.13M Buy
+18,516
New +$1.06M 1% 30

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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Edge Financial Advisors's SPHQ Position: Q2 2025 in Review

Edge Financial Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 3,494 shares — an estimated $232K sold.

Edge Financial Advisors first reported a position in SPHQ in Q1 2024 and held it in 5 quarters. The position peaked at $2.48M in Q4 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • Edge Financial Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 3,494 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $232K.
  • Edge Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and held it in 5 quarters.
  • Edge Financial Advisors's Invesco S&P 500 Quality ETF position peaked at $2.48M in Q4 2024.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Edge Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.