HFS
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Hantz Financial Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Hantz Financial Services’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 		$41K Buy
540
+434
+409% +$33.7K ﹤0.01% 1632
2025
Q4 		$8K Buy
+106
New +$7.87K ﹤0.01% 2062
2023
Q1 		– Sell
-127
Closed -$6K – 1193
2022
Q4 		$6K Buy
+127
New +$5.55K ﹤0.01% 843
2022
Q3 		– Sell
-1,050
Closed -$44K – 1136
2022
Q2 		$44K Hold
1,050
– – ﹤0.01% 601
2022
Q1 		$52K Hold
1,050
– – ﹤0.01% 611
2021
Q4 		$56K Hold
1,050
– – ﹤0.01% 562
2021
Q3 		$51K Hold
1,050
– – ﹤0.01% 561
2021
Q2 		$51K Hold
1,050
– – ﹤0.01% 556
2021
Q1 		$47K Sell
1,050
-1,056
-50% -$45.6K ﹤0.01% 523
2020
Q4 		$89K Buy
+2,106
New +$84.6K ﹤0.01% 470

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