Farmers & Merchants Investments Inc’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Farmers & Merchants Investments Inc’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	-211	Closed	-$15K	–	1770
2025 Q2	$15K	Buy	+211	New	+$14.3K	﹤0.01%	617
2023 Q1	–	Sell	-534	Closed	-$23.5K	–	1790
2022 Q4	$23.5K	Hold	534	–	–	﹤0.01%	508
2022 Q3	$21K	Sell	534 -133	-20%	-$5.83K	﹤0.01%	518
2022 Q2	$28K	Buy	+667	New	+$30.6K	﹤0.01%	502

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Farmers & Merchants Investments Inc's SPHQ Position: Q3 2025 in Review

Farmers & Merchants Investments Inc sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 211 shares — an estimated $15K sold.

Farmers & Merchants Investments Inc first reported a position in SPHQ in Q2 2022 and held it in 4 quarters. The position peaked at $28K in Q2 2022. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

Farmers & Merchants Investments Inc reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 211 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $15K.
Farmers & Merchants Investments Inc first reported a position in Invesco S&P 500 Quality ETF in Q2 2022 and held it in 4 quarters.
Farmers & Merchants Investments Inc's Invesco S&P 500 Quality ETF position peaked at $28K in Q2 2022.
676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.