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Engineers Gate Manager’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Engineers Gate Manager’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
Q1 		– Sell
-19,661
Closed -$1.32M – 2557
2024
Q4 		$1.32M Sell
19,661
-6,821
-26% -$462K 0.02% 837
2024
Q3 		$1.78M Sell
26,482
-4,197
-14% -$273K 0.03% 701
2024
Q2 		$1.95M Buy
+30,679
New +$1.87M 0.04% 560

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engineers Gate Manager's SPHQ Position: Q1 2025 in Review

Engineers Gate Manager sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2025, closing a stake of 19,661 shares — an estimated $1.32M sold.

Engineers Gate Manager first reported a position in SPHQ in Q2 2024 and held it in 3 quarters. The position peaked at $1.95M in Q2 2024. 623 funds tracked by Wall St. Rank hold SPHQ as of Q1 2025.

  • Engineers Gate Manager reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 19,661 Invesco S&P 500 Quality ETF shares in Q1 2025, an estimated $1.32M.
  • Engineers Gate Manager first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and held it in 3 quarters.
  • Engineers Gate Manager's Invesco S&P 500 Quality ETF position peaked at $1.95M in Q2 2024.
  • 623 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2025.

Based on Engineers Gate Manager's 13F filing for Q1 2025, filed 15 May 2025.