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Jackson Hole Capital Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Jackson Hole Capital Partners’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
Q1 		$10.7K Hold
142
– – ﹤0.01% 286
2025
Q4 		$10.7K Hold
142
– – ﹤0.01% 282
2025
Q3 		$10.4K Buy
+142
New +$10.2K ﹤0.01% 278

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jackson Hole Capital Partners's SPHQ Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q1 2026 at 142 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Jackson Hole Capital Partners first reported a position in SPHQ in Q3 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Jackson Hole Capital Partners held 142 shares of Invesco S&P 500 Quality ETF worth $10.7K as of Q1 2026.
  • Jackson Hole Capital Partners left its Invesco S&P 500 Quality ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #286 holding.
  • Jackson Hole Capital Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.