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Legacy Investment Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Legacy Investment Solutions’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
Q2 		$17.8K Buy
+250
New +$16.9K 0.01% 251
2024
Q4 		$1.89K Hold
27
– – ﹤0.01% 506
2024
Q3 		$1.85K Buy
+27
New +$1.75K ﹤0.01% 488

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's SPHQ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025: 250 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #251 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPHQ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPHQ in Q3 2024 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • Legacy Investment Solutions held 250 shares of Invesco S&P 500 Quality ETF worth $17.8K as of Q2 2025.
  • Invesco S&P 500 Quality ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco S&P 500 Quality ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #251 holding.
  • Legacy Investment Solutions first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.