Jim Simons’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Jim Simons’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	$1.85M	Buy	+24,600	New	+$1.91M	﹤0.01%	1942
2025 Q3	–	Sell	-32,400	Closed	-$2.31M	–	3882
2025 Q2	$2.31M	Buy	+32,400	New	+$2.19M	﹤0.01%	2027
2025 Q1	–	Sell	-13,800	Closed	-$925K	–	3817
2024 Q4	$925K	Sell	13,800 -49,700	-78%	-$3.37M	﹤0.01%	2538
2024 Q3	$4.27M	Buy	63,500 +27,200	+75%	+$1.77M	0.01%	1538
2024 Q2	$2.31M	Sell	36,300 -7,200	-17%	-$439K	﹤0.01%	1797
2024 Q1	$2.63M	Sell	43,500 -40,400	-48%	-$2.31M	﹤0.01%	1839
2023 Q4	$4.54M	Buy	83,900 +52,000	+163%	+$2.67M	0.01%	1411
2023 Q3	$1.6M	Buy	31,900 +3,400	+12%	+$174K	﹤0.01%	1998
2023 Q2	$1.44M	Buy	+28,500	New	+$1.37M	﹤0.01%	2210
2022 Q4	–	Sell	-5,800	Closed	-$230K	–	4395
2022 Q3	$230K	Sell	5,800 -12,100	-68%	-$531K	﹤0.01%	3327
2022 Q2	$752K	Sell	17,900 -3,200	-15%	-$147K	﹤0.01%	2897
2022 Q1	$1.05M	Sell	21,100 -6,100	-22%	-$307K	﹤0.01%	2693
2021 Q4	$1.45M	Sell	27,200 -6,700	-20%	-$346K	﹤0.01%	2394
2021 Q3	$1.65M	Buy	33,900 +22,300	+192%	+$1.11M	﹤0.01%	2240
2021 Q2	$564K	Buy	+11,600	New	+$539K	﹤0.01%	2917

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jim Simons's SPHQ Position: Q1 2026 in Review

Jim Simons opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 24,600 shares worth $1.85M. The stake represents ﹤0.01% of the portfolio and ranks #1942 among its holdings. This is a return to the name: Jim Simons previously reported a position in SPHQ as recently as Q2 2025.

Jim Simons first reported a position in SPHQ in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.54M in Q4 2023. 747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Jim Simons held 24,600 shares of Invesco S&P 500 Quality ETF worth $1.85M as of Q1 2026.
Invesco S&P 500 Quality ETF was a new Jim Simons position in Q1 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1942 holding.
Jim Simons first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 15 quarters since.
Jim Simons's Invesco S&P 500 Quality ETF position peaked at $4.54M in Q4 2023.
747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.