Heck Capital Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Heck Capital Advisors’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 Q2	–	Sell	-153	Closed	-$10.2K	–	242
2025 Q1	$10.2K	Hold	153	–	–	﹤0.01%	213
2024 Q4	$10.3K	Hold	153	–	–	﹤0.01%	225
2024 Q3	$10.3K	Hold	153	–	–	﹤0.01%	192
2024 Q2	$9.72K	Hold	153	–	–	﹤0.01%	190
2024 Q1	$9.24K	Hold	153	–	–	﹤0.01%	184
2023 Q4	$8.27K	Hold	153	–	–	﹤0.01%	180
2023 Q3	$7.66K	Hold	153	–	–	﹤0.01%	179
2023 Q2	$7.72K	Hold	153	–	–	﹤0.01%	154
2023 Q1	$7.24K	Buy	+153	New	+$7K	﹤0.01%	145

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heck Capital Advisors's SPHQ Position: Q2 2025 in Review

Heck Capital Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 153 shares — an estimated $10.2K sold.

Heck Capital Advisors first reported a position in SPHQ in Q1 2023 and held it in 9 quarters. The position peaked at $10.3K in Q3 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Heck Capital Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 153 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $10.2K.
Heck Capital Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and held it in 9 quarters.
Heck Capital Advisors's Invesco S&P 500 Quality ETF position peaked at $10.3K in Q3 2024.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.