JO
SPHQ icon

John Overdeck’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

John Overdeck’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 		– Sell
-586,800
Closed -$44M – 4910
2025
Q4 		$44M Buy
586,800
+178,600
+44% +$13.3M 0.06% 391
2025
Q3 		$29.9M Sell
408,200
-228,400
-36% -$16.5M 0.04% 486
2025
Q2 		$45.4M Buy
636,600
+385,400
+153% +$26.1M 0.08% 306
2025
Q1 		$16.7M Sell
251,200
-164,600
-40% -$11.3M 0.04% 562
2024
Q4 		$27.9M Buy
415,800
+42,800
+11% +$2.9M 0.06% 386
2024
Q3 		$25.1M Buy
373,000
+77,600
+26% +$5.04M 0.06% 413
2024
Q2 		$18.8M Buy
295,400
+5,400
+2% +$329K 0.04% 483
2024
Q1 		$17.5M Buy
290,000
+27,500
+10% +$1.58M 0.04% 477
2023
Q4 		$14.2M Buy
262,500
+60,700
+30% +$3.12M 0.03% 538
2023
Q3 		$10.1M Buy
201,800
+169,700
+529% +$8.7M 0.03% 603
2023
Q2 		$1.62M Buy
+32,100
New +$1.55M ﹤0.01% 1609
2023
Q1 		– Sell
-6,000
Closed -$264K – 3189
2022
Q4 		$264K Sell
6,000
-57,000
-90% -$2.49M ﹤0.01% 2291
2022
Q3 		$2.5M Buy
63,000
+28,500
+83% +$1.25M 0.01% 1040
2022
Q2 		$1.45M Buy
+34,500
New +$1.59M ﹤0.01% 1362

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

John Overdeck's SPHQ Position: Q1 2026 in Review

John Overdeck sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026, closing a stake of 586,800 shares — an estimated $44M sold.

John Overdeck first reported a position in SPHQ in Q2 2022 and held it in 14 quarters. The position peaked at $45.4M in Q2 2025. 747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • John Overdeck reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2026 after selling out during the quarter.
  • John Overdeck sold 586,800 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $44M.
  • John Overdeck first reported a position in Invesco S&P 500 Quality ETF in Q2 2022 and held it in 14 quarters.
  • John Overdeck's Invesco S&P 500 Quality ETF position peaked at $45.4M in Q2 2025.
  • 747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.