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GPS Wealth Strategies Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$27.3K Sell
364
-75,458
-100% -$5.6M 0.02% 278
2025
Q3 		$5.56M Buy
75,822
+335
+0.4% +$24.2K 0.59% 35
2025
Q2 		$5.38M Buy
75,487
+72,996
+2,930% +$4.94M 0.62% 33
2025
Q1 		$165K Sell
2,491
-80,153
-97% -$5.49M 0.02% 340
2024
Q4 		$5.54M Buy
82,644
+12,281
+17% +$833K 0.71% 27
2024
Q3 		$4.73M Buy
70,363
+69,347
+6,825% +$4.51M 0.63% 25
2024
Q2 		$64.6K Buy
1,016
+208
+26% +$12.7K 0.01% 485
2024
Q1 		$48.8K Buy
808
+147
+22% +$8.42K 0.01% 519
2023
Q4 		$35.7K Buy
661
+485
+276% +$24.9K 0.01% 569
2023
Q3 		$8.81K Hold
176
– – ﹤0.01% 865
2023
Q2 		$8.88K Buy
+176
New +$8.48K ﹤0.01% 868

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return