Financial Counselors Inc’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Financial Counselors 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 Q2	–	Sell	-5,072	Closed	-$336K	–	454
2025 Q1	$336K	Sell	5,072 -500	-9%	-$34.3K	0.01%	478
2024 Q4	$373K	Buy	5,572 +227	+4%	+$15.4K	0.01%	458
2024 Q3	$360K	Sell	5,345 -1,250	-19%	-$81.2K	0.01%	480
2024 Q2	$419K	Hold	6,595	–	–	0.01%	436
2024 Q1	$398K	Hold	6,595	–	–	0.01%	446
2023 Q4	$357K	Hold	6,595	–	–	0.01%	452
2023 Q3	$330K	Sell	6,595 -256	-4%	-$13.1K	0.01%	446
2023 Q2	$346K	Buy	6,851 +1,971	+40%	+$94.9K	0.01%	403
2023 Q1	$231K	Buy	+4,880	New	+$223K	0.01%	460

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Financial Counselors Inc's SPHQ Position: Q2 2025 in Review

Financial Counselors Inc sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 5,072 shares — an estimated $336K sold.

Financial Counselors Inc first reported a position in SPHQ in Q1 2023 and held it in 9 quarters. The position peaked at $419K in Q2 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Financial Counselors Inc reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 5,072 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $336K.
Financial Counselors Inc first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and held it in 9 quarters.
Financial Counselors Inc's Invesco S&P 500 Quality ETF position peaked at $419K in Q2 2024.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.