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Koss-Olinger Consulting’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-2,760
Closed -$207K – 284
2025
Q4 		$207K Sell
2,760
-750
-21% -$55.7K 0.02% 262
2025
Q3 		$250K Hold
3,510
– – 0.02% 280
2025
Q2 		$250K Buy
+3,510
New +$237K 0.02% 284

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Koss-Olinger Consulting's SPHQ Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026, closing a stake of 2,760 shares — an estimated $207K sold.

Koss-Olinger Consulting first reported a position in SPHQ in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 749 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,760 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $207K.
  • Koss-Olinger Consulting first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and held it in 3 quarters.
  • Koss-Olinger Consulting's Invesco S&P 500 Quality ETF position peaked at $250K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.