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

Insight 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
Q1 		– Sell
-6,138
Closed -$412K – 301
2024
Q4 		$412K Sell
6,138
-8
-0.1% -$542 0.07% 181
2024
Q3 		$413K Buy
6,146
+8
+0.1% +$520 0.07% 184
2024
Q2 		$390K Hold
6,138
– – 0.07% 191
2024
Q1 		$371K Sell
6,138
-1,182
-16% -$67.7K 0.07% 201
2023
Q4 		$396K Sell
7,320
-103
-1% -$5.29K 0.08% 174
2023
Q3 		$371K Sell
7,423
-1,019
-12% -$52.2K 0.08% 180
2023
Q2 		$426K Sell
8,442
-9,902
-54% -$477K 0.1% 161
2023
Q1 		$868K Sell
18,344
-2,361
-11% -$108K 0.2% 82
2022
Q4 		$904K Buy
+20,705
New +$904K 0.32% 79

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Advisors's SPHQ Position: Q1 2025 in Review

Insight Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2025, closing a stake of 6,138 shares — an estimated $412K sold.

Insight Advisors first reported a position in SPHQ in Q4 2022 and held it in 9 quarters. The position peaked at $904K in Q4 2022. 623 funds tracked by Wall St. Rank hold SPHQ as of Q1 2025.

  • Insight Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Insight Advisors sold 6,138 Invesco S&P 500 Quality ETF shares in Q1 2025, an estimated $412K.
  • Insight Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 9 quarters.
  • Insight Advisors's Invesco S&P 500 Quality ETF position peaked at $904K in Q4 2022.
  • 623 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.