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Johnson Financial Group Inc (Wisconsin)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-313
Closed -$22.3K – 1094
2025
Q2 		$22.3K Buy
+313
New +$21.2K ﹤0.01% 540
2023
Q4 		– Sell
-3,090
Closed -$155K – 983
2023
Q3 		$155K Hold
3,090
– – 0.01% 267
2023
Q2 		$156K Buy
+3,090
New +$149K 0.01% 288

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SPHQ Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2025, closing a stake of 313 shares — an estimated $22.3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SPHQ in Q2 2023 and held it in 3 quarters. The position peaked at $156K in Q2 2023. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 313 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $22.3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and held it in 3 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Invesco S&P 500 Quality ETF position peaked at $156K in Q2 2023.
  • 676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.