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EWG Elevate’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

EWG Elevate’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
Q3 		– Sell
-51,603
Closed -$3.68M – 162
2025
Q2 		$3.68M Buy
+51,603
New +$3.49M 1.13% 30
2025
Q1 		– Sell
-49,423
Closed -$3.31M – 159
2024
Q4 		$3.31M Buy
+49,423
New +$3.35M 1.01% 26
2024
Q3 		– Sell
-15,478
Closed -$983K – 134
2024
Q2 		$983K Buy
+15,478
New +$944K 0.36% 66
2023
Q1 		– Sell
-20
Closed -$889 – 669
2022
Q4 		$889 Buy
+20
New +$873 ﹤0.01% 680

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
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

EWG Elevate's SPHQ Position: Q3 2025 in Review

EWG Elevate sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 51,603 shares — an estimated $3.68M sold.

EWG Elevate first reported a position in SPHQ in Q4 2022 and held it in 4 quarters. The position peaked at $3.68M in Q2 2025. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

  • EWG Elevate reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
  • EWG Elevate sold 51,603 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $3.68M.
  • EWG Elevate first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 4 quarters.
  • EWG Elevate's Invesco S&P 500 Quality ETF position peaked at $3.68M in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.