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EverSource Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

EverSource Wealth 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
2026
Q1 		$819K Buy
10,889
+4,227
+63% +$329K 0.03% 441
2025
Q4 		$500K Buy
6,662
+438
+7% +$32.5K 0.02% 542
2025
Q3 		$456K Sell
6,224
-477
-7% -$34.4K 0.02% 533
2025
Q2 		$477K Sell
6,701
-85
-1% -$5.75K 0.02% 475
2025
Q1 		$450K Sell
6,786
-22,983
-77% -$1.57M 0.02% 402
2024
Q4 		$2M Buy
29,769
+21,873
+277% +$1.48M 0.11% 150
2024
Q3 		$531K Sell
7,896
-1,597
-17% -$104K 0.03% 316
2024
Q2 		$613K Sell
9,493
-770
-8% -$46.9K 0.04% 282
2024
Q1 		$599K Buy
10,263
+10,075
+5,359% +$577K 0.05% 240
2023
Q4 		$10.2K Hold
188
– – ﹤0.01% 1550
2023
Q3 		$9.41K Buy
+188
New +$9.64K ﹤0.01% 1445

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