FSC Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

FSC Wealth 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
2025 Q2	–	Sell	-451	Closed	-$29.9K	–	220
2025 Q1	$29.9K	Hold	451	–	–	0.02%	142
2024 Q4	$30.2K	Hold	451	–	–	0.02%	140
2024 Q3	$30.3K	Hold	451	–	–	0.02%	136
2024 Q2	$28.7K	Hold	451	–	–	0.02%	134
2024 Q1	$27.2K	Hold	451	–	–	0.02%	139
2023 Q4	$24.4K	Hold	451	–	–	0.02%	143
2023 Q3	$22.6K	Hold	451	–	–	0.02%	122
2023 Q2	$22.8K	Hold	451	–	–	0.02%	106
2023 Q1	$21.3K	Hold	451	–	–	0.03%	90
2022 Q4	$19.8K	Hold	451	–	–	0.03%	87
2022 Q3	$18K	Hold	451	–	–	0.17%	84
2022 Q2	$19K	Hold	451	–	–	0.17%	84
2022 Q1	$23K	Hold	451	–	–	0.02%	91
2021 Q4	$24K	Buy	+451	New	+$23.3K	0.02%	98

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

FSC Wealth Advisors's SPHQ Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 451 shares — an estimated $29.9K sold.

FSC Wealth Advisors first reported a position in SPHQ in Q4 2021 and held it in 14 quarters. The position peaked at $30.3K in Q3 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

FSC Wealth Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 451 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $29.9K.
FSC Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $30.3K in Q3 2024.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.