JF
SPHQ icon

Jump Financial’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Jump Financial’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
Q2 		$206K Buy
+2,284
New +$190K ﹤0.01% 1839
2026
Q1 		– Sell
-27,183
Closed -$2.04M – 2364
2025
Q4 		$2.04M Buy
+27,183
New +$2.02M 0.03% 673

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 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

Jump Financial's SPHQ Position: Q2 2026 in Review

Jump Financial opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,284 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1839 among its holdings. This is a return to the name: Jump Financial previously reported a position in SPHQ as recently as Q4 2025.

Jump Financial first reported a position in SPHQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.04M in Q4 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Jump Financial held 2,284 shares of Invesco S&P 500 Quality ETF worth $206K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Jump Financial position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1839 holding.
  • Jump Financial first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • Jump Financial's Invesco S&P 500 Quality ETF position peaked at $2.04M in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.