Ken Fisher’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ken Fisher’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	$713K	Buy	+9,477	New	+$737K	﹤0.01%	727

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

Ken Fisher's SPHQ Position: Q1 2026 in Review

Ken Fisher opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 9,477 shares worth $713K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Ken Fisher held 9,477 shares of Invesco S&P 500 Quality ETF worth $713K as of Q1 2026.
Invesco S&P 500 Quality ETF was a new Ken Fisher position in Q1 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #727 holding.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.