Empower Advisory Group
SPHQ icon

Empower Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Empower Advisory Group’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
Q1 		$260K Buy
+3,464
New +$269K ﹤0.01% 442
2025
Q4 		– Sell
-3,266
Closed -$239K – 543
2025
Q3 		$239K Buy
3,266
+103
+3% +$7.43K ﹤0.01% 479
2025
Q2 		$225K Buy
+3,163
New +$214K ﹤0.01% 464
2025
Q1 		– Sell
-3,777
Closed -$253K – 515
2024
Q4 		$253K Buy
3,777
+371
+11% +$25.2K ﹤0.01% 438
2024
Q3 		$229K Buy
+3,406
New +$221K ﹤0.01% 453
2023
Q4 		– Sell
-4,298
Closed -$215K – 489
2023
Q3 		$215K Buy
+4,298
New +$220K ﹤0.01% 435

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return