First Foundation Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

First Foundation 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	$586K	Hold	7,789	–	–	0.02%	218
2025 Q4	$585K	Hold	7,789	–	–	0.02%	217
2025 Q3	$571K	Sell	7,789 -554	-7%	-$40K	0.02%	218
2025 Q2	$595K	Buy	8,343 +74	+0.9%	+$5K	0.02%	228
2025 Q1	$549K	Buy	+8,269	New	+$566K	0.02%	218

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

First Foundation Advisors's SPHQ Position: Q1 2026 in Review

First Foundation Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q1 2026 at 7,789 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #218.

First Foundation Advisors first reported a position in SPHQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $595K in Q2 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

First Foundation Advisors held 7,789 shares of Invesco S&P 500 Quality ETF worth $586K as of Q1 2026.
First Foundation Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q1 2026.
Invesco S&P 500 Quality ETF made up 0.02% of First Foundation Advisors's portfolio in Q1 2026, its #218 holding.
First Foundation Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 5 quarters since.
First Foundation Advisors's Invesco S&P 500 Quality ETF position peaked at $595K in Q2 2025.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.