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Green Ridge Wealth Planning’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Green Ridge Wealth Planning’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 		– Sell
-106,530
Closed -$8M – 94
2025
Q4 		$8M Buy
+106,530
New +$7.91M 4.09% 9

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Green Ridge Wealth Planning's SPHQ Position: Q1 2026 in Review

Green Ridge Wealth Planning sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026, closing a stake of 106,530 shares — an estimated $8M sold.

Green Ridge Wealth Planning first reported a position in SPHQ in Q4 2025 and held it in 1 quarter. The position peaked at $8M in Q4 2025. 747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Green Ridge Wealth Planning reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 106,530 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $8M.
  • Green Ridge Wealth Planning first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and held it in 1 quarter.
  • Green Ridge Wealth Planning's Invesco S&P 500 Quality ETF position peaked at $8M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q1 2026, filed 10 Apr 2026.