FFN
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Focus Financial Network’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Focus Financial Network’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
Q2 		$19.6M Sell
217,531
-23,455
-10% -$1.95M 0.61% 34
2026
Q1 		$18.1M Buy
240,986
+1,503
+0.6% +$117K 0.65% 27
2025
Q4 		$18M Buy
239,483
+5,228
+2% +$388K 0.63% 30
2025
Q3 		$17.2M Sell
234,255
-7
-0% -$505 0.61% 31
2025
Q2 		$16.7M Buy
234,262
+17,337
+8% +$1.17M 0.66% 29
2025
Q1 		$14.4M Buy
216,925
+3,979
+2% +$273K 0.59% 33
2024
Q4 		$14.3M Buy
212,946
+1,079
+0.5% +$73.2K 0.57% 36
2024
Q3 		$14.3M Buy
211,867
+6,650
+3% +$432K 0.58% 34
2024
Q2 		$13.3M Buy
205,217
+9,565
+5% +$583K 0.57% 36
2024
Q1 		$11.3M Sell
195,652
-26,367
-12% -$1.51M 0.55% 36
2023
Q4 		$12M Buy
222,019
+3,408
+2% +$175K 0.45% 44
2023
Q3 		$10.9M Buy
218,611
+1,406
+0.6% +$72.1K 0.62% 34
2023
Q2 		$11M Buy
217,205
+4,410
+2% +$212K 0.61% 36
2023
Q1 		$10.1M Sell
212,795
-1,312
-0.6% -$60K 0.63% 32
2022
Q4 		$9.42M Buy
214,107
+1,994
+0.9% +$87.1K 0.77% 26
2022
Q3 		$8.43M Sell
212,113
-744
-0.3% -$32.6K 0.73% 26
2022
Q2 		$8.94M Buy
212,857
+4,213
+2% +$194K 0.74% 26
2022
Q1 		$10.4M Buy
+208,644
New +$10.5M 0.73% 27

Other funds holding SPHQ

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return