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Glenview Trust’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Glenview Trust’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 		$771K Hold
10,258
– – 0.01% 322
2025
Q4 		$770K Hold
10,258
– – 0.01% 313
2025
Q3 		$752K Sell
10,258
-98
-0.9% -$7.07K 0.01% 324
2025
Q2 		$738K Buy
10,356
+98
+1% +$6.63K 0.01% 323
2025
Q1 		$681K Sell
10,258
-305
-3% -$20.9K 0.01% 314
2024
Q4 		$708K Buy
10,563
+1,700
+19% +$115K 0.01% 310
2024
Q3 		$596K Hold
8,863
– – 0.01% 331
2024
Q2 		$563K Hold
8,863
– – 0.01% 329
2024
Q1 		$536K Hold
8,863
– – 0.01% 337
2023
Q4 		$479K Hold
8,863
– – 0.01% 344
2023
Q3 		$444K Hold
8,863
– – 0.01% 335
2023
Q2 		$447K Hold
8,863
– – 0.01% 333
2023
Q1 		$419K Buy
+8,863
New +$405K 0.01% 340

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $6.83B AUM 12.51% 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 $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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