Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$108M Buy
1,516,681
+106,620
+8% +$7.6M 0.46% 59
2025
Q1 		$93.5M Sell
1,410,061
-495,512
-26% -$32.9M 0.47% 61
2024
Q4 		$128M Sell
1,905,573
-188,114
-9% -$12.6M 0.63% 41
2024
Q3 		$141M Buy
2,093,687
+197,353
+10% +$13.3M 1% 21
2024
Q2 		$121M Buy
+1,896,334
New +$121M 1.03% 25