Laird Norton Wetherby Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$448K	Buy	6,108 +4	+0.1%	+$289	0.02%	620
2025 Q2	$435K	Buy	+6,104	New	+$413K	0.02%	614
2024 Q4	$324K	Sell	4,830 -13	-0.3%	-$881	0.02%	678
2024 Q3	$326K	Hold	4,843	–	–	0.01%	700
2024 Q2	$308K	Sell	4,843 -3	-0.1%	-$183	0.01%	703
2024 Q1	$293K	Sell	4,846 -2	-0%	-$115	0.01%	749
2023 Q4	$262K	Buy	+4,848	New	+$249K	0.01%	768

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SPHQ Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.07% in Q3 2025, buying an estimated $289 and bringing the position to 6,108 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #620.

Laird Norton Wetherby Wealth Management first reported a position in SPHQ in Q4 2023 and has held it in 7 quarters since. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

Laird Norton Wetherby Wealth Management held 6,108 shares of Invesco S&P 500 Quality ETF worth $448K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 4 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $289.
Invesco S&P 500 Quality ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #620 holding.
Laird Norton Wetherby Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 7 quarters since.
676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.