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Financial Advocates Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Financial Advocates Investment Management’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
-141,025
Closed -$10M – 523
2025
Q2 		$10M Buy
+141,025
New +$9.54M 0.82% 28
2025
Q1 		– Sell
-179,802
Closed -$12.1M – 787
2024
Q4 		$12.1M Sell
179,802
-13,780
-7% -$934K 0.69% 27
2024
Q3 		$13.1M Sell
193,582
-3,329
-2% -$216K 0.74% 24
2024
Q2 		$12.5M Buy
196,911
+21,411
+12% +$1.31M 0.78% 20
2024
Q1 		$10.6M Buy
175,500
+4,659
+3% +$267K 0.61% 30
2023
Q4 		$9.24M Buy
170,841
+20,509
+14% +$1.05M 0.6% 30
2023
Q3 		$7.52M Sell
150,332
-4,665
-3% -$239K 0.54% 38
2023
Q2 		$7.82M Buy
154,997
+68,793
+80% +$3.31M 0.56% 35
2023
Q1 		$4.08M Buy
86,204
+7,455
+9% +$341K 0.29% 83
2022
Q4 		$3.46M Buy
78,749
+5,100
+7% +$223K 0.26% 94
2022
Q3 		$2.93M Buy
73,649
+15,552
+27% +$682K 0.24% 112
2022
Q2 		$2.44M Buy
58,097
+17,557
+43% +$807K 0.2% 130
2022
Q1 		$2.02M Buy
40,540
+636
+2% +$32K 0.13% 189
2021
Q4 		$2.12M Buy
39,904
+2,903
+8% +$150K 0.13% 185
2021
Q3 		$1.8M Buy
37,001
+4,883
+15% +$244K 0.12% 203
2021
Q2 		$1.56M Buy
32,118
+2,941
+10% +$137K 0.1% 237
2021
Q1 		$1.29M Buy
29,177
+1,859
+7% +$80.3K 0.09% 258
2020
Q4 		$1.15M Buy
27,318
+3,931
+17% +$158K 0.08% 280
2020
Q3 		$904K Buy
23,387
+4,035
+21% +$153K 0.08% 268
2020
Q2 		$685K Buy
+19,352
New +$655K 0.06% 304

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $61.7B AUM 33.76% 1-Year Est. Return

Financial Advocates Investment Management's SPHQ Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 141,025 shares — an estimated $10M sold.

Financial Advocates Investment Management first reported a position in SPHQ in Q2 2020 and held it in 20 quarters. The position peaked at $13.1M in Q3 2024. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 141,025 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $10M.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and held it in 20 quarters.
  • Financial Advocates Investment Management's Invesco S&P 500 Quality ETF position peaked at $13.1M in Q3 2024.
  • 676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.