Insigneo Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Insigneo Advisory 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
2025 Q4	–	Sell	-5,872	Closed	-$430K	–	834
2025 Q3	$430K	Buy	5,872 +356	+6%	+$25.7K	0.03%	406
2025 Q2	$393K	Buy	+5,516	New	+$373K	0.03%	391

Other funds holding SPHQ

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Insigneo Advisory Services's SPHQ Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2025, closing a stake of 5,872 shares — an estimated $430K sold.

Insigneo Advisory Services first reported a position in SPHQ in Q2 2025 and held it in 2 quarters. The position peaked at $430K in Q3 2025. 712 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

Insigneo Advisory Services reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 5,872 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $430K.
Insigneo Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and held it in 2 quarters.
Insigneo Advisory Services's Invesco S&P 500 Quality ETF position peaked at $430K in Q3 2025.
712 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.