KDK Private Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

KDK Private Wealth Management’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	$590K	Buy	8,003 +182	+2%	+$14.2K	0.54%	33
2025 Q4	$587K	Buy	7,821 +2,730	+54%	+$203K	0.51%	33
2025 Q3	$373K	Buy	+5,091	New	+$367K	0.38%	36

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 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

KDK Private Wealth Management's SPHQ Position: Q1 2026 in Review

KDK Private Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.3% in Q1 2026, buying an estimated $14.2K and bringing the position to 8,003 shares worth $590K. The position accounts for 0.54% of the portfolio, ranked #33.

KDK Private Wealth Management 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.

KDK Private Wealth Management held 8,003 shares of Invesco S&P 500 Quality ETF worth $590K as of Q1 2026.
KDK Private Wealth Management bought 182 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $14.2K.
Invesco S&P 500 Quality ETF made up 0.54% of KDK Private Wealth Management's portfolio in Q1 2026, its #33 holding.
KDK Private Wealth Management 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 KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.