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

Ipswich 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
2025
Q1 		– Sell
-3,675
Closed -$246K – 191
2024
Q4 		$246K Hold
3,675
– – 0.06% 169
2024
Q3 		$247K Hold
3,675
– – 0.06% 173
2024
Q2 		$234K Hold
3,675
– – 0.05% 175
2024
Q1 		$222K Buy
+3,675
New +$211K 0.05% 180

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

Ipswich Investment Management's SPHQ Position: Q1 2025 in Review

Ipswich Investment Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2025, closing a stake of 3,675 shares — an estimated $246K sold.

Ipswich Investment Management first reported a position in SPHQ in Q1 2024 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 623 funds tracked by Wall St. Rank hold SPHQ as of Q1 2025.

  • Ipswich Investment Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2025 after selling out during the quarter.
  • Ipswich Investment Management sold 3,675 Invesco S&P 500 Quality ETF shares in Q1 2025, an estimated $246K.
  • Ipswich Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and held it in 4 quarters.
  • Ipswich Investment Management's Invesco S&P 500 Quality ETF position peaked at $247K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2025.

Based on Ipswich Investment Management's 13F filing for Q1 2025, filed 16 Apr 2025.