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Galvin Gaustad & Stein’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Galvin Gaustad & Stein’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 		$406K Buy
5,400
+5
+0.1% +$389 0.03% 189
2025
Q4 		$405K Buy
5,395
+162
+3% +$12K 0.03% 182
2025
Q3 		$384K Buy
5,233
+4
+0.1% +$289 0.03% 152
2025
Q2 		$373K Buy
5,229
+3
+0.1% +$203 0.03% 149
2025
Q1 		$347K Buy
5,226
+4
+0.1% +$274 0.03% 152
2024
Q4 		$350K Buy
5,222
+3
+0.1% +$203 0.03% 147
2024
Q3 		$351K Buy
5,219
+3
+0.1% +$195 0.03% 144
2024
Q2 		$331K Buy
5,216
+4
+0.1% +$244 0.03% 144
2024
Q1 		$315K Buy
5,212
+4
+0.1% +$229 0.03% 150
2023
Q4 		$282K Buy
5,208
+4
+0.1% +$206 0.03% 150
2023
Q3 		$260K Sell
5,204
-11
-0.2% -$564 0.03% 151
2023
Q2 		$263K Buy
5,215
+29
+0.6% +$1.4K 0.03% 148
2023
Q1 		$245K Buy
5,186
+5
+0.1% +$229 0.02% 148
2022
Q4 		$228K Buy
5,181
+6
+0.1% +$262 0.02% 150
2022
Q3 		$206K Sell
5,175
-107
-2% -$4.69K 0.02% 156
2022
Q2 		$222K Buy
5,282
+5
+0.1% +$230 0.02% 157
2022
Q1 		$263K Buy
5,277
+4
+0.1% +$202 0.02% 149
2021
Q4 		$281K Buy
5,273
+4
+0.1% +$206 0.02% 155
2021
Q3 		$256K Sell
5,269
-996
-16% -$49.8K 0.02% 164
2021
Q2 		$304K Buy
6,265
+4
+0.1% +$186 0.03% 164
2021
Q1 		$278K Buy
6,261
+3
+0% +$130 0.03% 165
2020
Q4 		$264K Buy
+6,258
New +$251K 0.03% 168

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Galvin Gaustad & Stein's SPHQ Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.09% in Q1 2026, buying an estimated $389 and bringing the position to 5,400 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #189.

Galvin Gaustad & Stein first reported a position in SPHQ in Q4 2020 and has held it in 22 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Galvin Gaustad & Stein held 5,400 shares of Invesco S&P 500 Quality ETF worth $406K as of Q1 2026.
  • Galvin Gaustad & Stein bought 5 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $389.
  • Invesco S&P 500 Quality ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #189 holding.
  • Galvin Gaustad & Stein first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and has held it in 22 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.