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

Kingsview 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	$12.3M	Buy	163,120 +8,447	+5%	+$657K	0.17%	112
2025 Q4	$11.6M	Sell	154,673 -967	-0.6%	-$71.8K	0.17%	113
2025 Q3	$11.4M	Buy	155,640 +45,398	+41%	+$3.28M	0.17%	108
2025 Q2	$7.86M	Buy	110,242 +20,387	+23%	+$1.38M	0.13%	165
2025 Q1	$5.96M	Buy	89,855 +36,696	+69%	+$2.51M	0.11%	188
2024 Q4	$3.56M	Buy	53,159 +12,288	+30%	+$833K	0.07%	264
2024 Q3	$2.75M	Buy	40,871 +14,981	+58%	+$974K	0.06%	298
2024 Q2	$1.65M	Buy	25,890 +3,249	+14%	+$198K	0.04%	392
2024 Q1	$1.37M	Sell	22,641 -1,416	-6%	-$81.1K	0.03%	423
2023 Q4	$1.3M	Sell	24,057 -3,890	-14%	-$200K	0.04%	393
2023 Q3	$1.4M	Sell	27,947 -14,108	-34%	-$723K	0.05%	354
2023 Q2	$2.12M	Buy	42,055 +29,497	+235%	+$1.42M	0.08%	243
2023 Q1	$594K	Buy	12,558 +230	+2%	+$10.5K	0.02%	527
2022 Q4	$542K	Sell	12,328 -239	-2%	-$10.4K	0.02%	487
2022 Q3	$499K	Hold	12,567	–	–	0.02%	507
2022 Q2	$528K	Buy	12,567 +39	+0.3%	+$1.79K	0.03%	525
2022 Q1	$625K	Sell	12,528 -6	-0%	-$302	0.03%	526
2021 Q4	$667K	Sell	12,534 -334	-3%	-$17.2K	0.03%	508
2021 Q3	$625K	Hold	12,868	–	–	0.03%	495
2021 Q2	$629K	Sell	12,868 -6	-0%	-$279	0.03%	499
2021 Q1	$577K	Hold	12,874	–	–	0.03%	477
2020 Q4	$542K	Sell	12,874 -21,869	-63%	-$879K	0.04%	430
2020 Q3	$1.34M	Sell	34,743 -9,763	-22%	-$369K	0.12%	183
2020 Q2	$1.58M	Buy	44,506 +884	+2%	+$29.9K	0.16%	148
2020 Q1	$1.31M	Buy	43,622 +19,712	+82%	+$684K	0.18%	147
2019 Q4	$874K	Buy	23,910 +7,060	+42%	+$246K	0.11%	211
2019 Q3	$565K	Sell	16,850 -10,763	-39%	-$359K	0.09%	232
2019 Q2	$915K	Sell	27,613 -46,306	-63%	-$1.51M	0.15%	164
2019 Q1	$2.38M	Sell	73,919 -5,385	-7%	-$164K	0.36%	73
2018 Q4	$2.21M	Buy	79,304 +28,723	+57%	+$864K	0.48%	63
2018 Q3	$1.66M	Buy	+50,581	New	+$1.6M	0.34%	94

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

Kingsview Wealth Management's SPHQ Position: Q1 2026 in Review

Kingsview Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.5% in Q1 2026, buying an estimated $657K and bringing the position to 163,120 shares worth $12.3M. The position accounts for 0.17% of the portfolio, ranked #112.

Kingsview Wealth Management first reported a position in SPHQ in Q3 2018 and has held it in 31 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Kingsview Wealth Management held 163,120 shares of Invesco S&P 500 Quality ETF worth $12.3M as of Q1 2026.
Kingsview Wealth Management bought 8,447 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $657K.
Invesco S&P 500 Quality ETF made up 0.17% of Kingsview Wealth Management's portfolio in Q1 2026, its #112 holding.
Kingsview Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2018 and has held it in 31 quarters since.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.