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Indiana Trust & Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Indiana Trust & Investment Management’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
Q2 		$289K Hold
3,209
– – 0.08% 156
2026
Q1 		$241K Hold
3,209
– – 0.07% 159
2025
Q4 		$241K Hold
3,209
– – 0.07% 161
2025
Q3 		$235K Hold
3,209
– – 0.07% 159
2025
Q2 		$229K Hold
3,209
– – 0.08% 164
2025
Q1 		$213K Hold
3,209
– – 0.08% 166
2024
Q4 		$215K Hold
3,209
– – 0.07% 170
2024
Q3 		$216K Hold
3,209
– – 0.07% 167
2024
Q2 		$204K Hold
3,209
– – 0.07% 162
2024
Q1 		$194K Hold
3,209
– – 0.08% 158
2023
Q4 		$174K Hold
3,209
– – 0.08% 160
2023
Q3 		$161K Buy
+3,209
New +$164K 0.08% 162

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Indiana Trust & Investment Management's SPHQ Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,209 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #156.

Indiana Trust & Investment Management first reported a position in SPHQ in Q3 2023 and has held it in 12 quarters since. 340 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Indiana Trust & Investment Management held 3,209 shares of Invesco S&P 500 Quality ETF worth $289K as of Q2 2026.
  • Indiana Trust & Investment Management left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.08% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #156 holding.
  • Indiana Trust & Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 12 quarters since.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.