Lido Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.2M | Sell |
179,395
-29,115
| -14% | -$2.42M | 0.04% | 261 |
|
|
2026
Q1 | $15.7M | Sell |
208,510
-4,120
| -2% | -$320K | 0.05% | 237 |
|
|
2025
Q4 | $15.6M | Buy |
212,630
+272
| +0.1% | +$20.2K | 0.05% | 244 |
|
|
2025
Q3 | $15.6M | Sell |
212,358
-6,497
| -3% | -$469K | 0.05% | 229 |
|
|
2025
Q2 | $15.6M | Sell |
218,855
-3,335
| -2% | -$226K | 0.06% | 188 |
|
|
2025
Q1 | $14.7M | Buy |
222,190
+2,372
| +1% | +$162K | 0.07% | 180 |
|
|
2024
Q4 | $14.7M | Sell |
219,818
-26,433
| -11% | -$1.79M | 0.07% | 171 |
|
|
2024
Q3 | $16.6M | Sell |
246,251
-4,084
| -2% | -$265K | 0.08% | 133 |
|
|
2024
Q2 | $15.9M | Sell |
250,335
-5,052
| -2% | -$308K | 0.09% | 119 |
|
|
2024
Q1 | $15.4M | Sell |
255,387
-4,393
| -2% | -$252K | 0.09% | 121 |
|
|
2023
Q4 | $14M | Sell |
259,780
-10,270
| -4% | -$528K | 0.09% | 116 |
|
|
2023
Q3 | $13.5M | Buy |
270,050
+1,865
| +0.7% | +$95.6K | 0.1% | 115 |
|
|
2023
Q2 | $13.5M | Sell |
268,185
-3,426
| -1% | -$165K | 0.1% | 118 |
|
|
2023
Q1 | $11.8M | Sell |
271,611
-11,539
| -4% | -$528K | 0.11% | 110 |
|
|
2022
Q4 | $12.5M | Sell |
283,150
-14,521
| -5% | -$634K | 0.15% | 78 |
|
|
2022
Q3 | $11.9M | Sell |
297,671
-2,274
| -0.8% | -$99.7K | 0.15% | 69 |
|
|
2022
Q2 | $12.6M | Sell |
299,945
-8,642
| -3% | -$397K | 0.17% | 67 |
|
|
2022
Q1 | $15.4M | Sell |
308,587
-3,440
| -1% | -$173K | 0.17% | 69 |
|
|
2021
Q4 | $16.6M | Sell |
312,027
-9,813
| -3% | -$506K | 0.18% | 66 |
|
|
2021
Q3 | $15.6M | Sell |
321,840
-5,993
| -2% | -$300K | 0.22% | 56 |
|
|
2021
Q2 | $15.9M | Sell |
327,833
-2,120
| -0.6% | -$98.6K | 0.22% | 54 |
|
|
2021
Q1 | $14.6M | Sell |
329,953
-9,824
| -3% | -$424K | 0.25% | 48 |
|
|
2020
Q4 | $14.3M | Buy |
339,777
+31,338
| +10% | +$1.26M | 0.3% | 41 |
|
|
2020
Q3 | $11.9M | Sell |
308,439
-52,625
| -15% | -$1.99M | 0.31% | 38 |
|
|
2020
Q2 | $12.8M | Sell |
361,064
-22,711
| -6% | -$769K | 0.39% | 34 |
|
|
2020
Q1 | $11.5M | Sell |
383,775
-47,404
| -11% | -$1.64M | 0.49% | 24 |
|
|
2019
Q4 | $15.8M | Buy |
431,179
+427,280
| +10,959% | +$14.9M | 0.63% | 20 |
|
|
2019
Q3 | $14.9M | Sell |
3,899
-463,406
| -99% | -$15.4M | 0.75% | 19 |
|
|
2019
Q2 | $15.4M | Sell |
467,305
-11,920
| -2% | -$389K | 0.88% | 18 |
|
|
2019
Q1 | $15.4M | Buy |
479,225
+21,552
| +5% | +$654K | 1% | 19 |
|
|
2018
Q4 | $12.7M | Sell |
457,673
-57,743
| -11% | -$1.74M | 1.26% | 14 |
|
|
2018
Q3 | $16.9M | Sell |
515,416
-42,188
| -8% | -$1.34M | 1.64% | 10 |
|
|
2018
Q2 | $16.7M | Buy |
+557,604
| New | +$16.8M | 1.92% | 9 |
|
Other funds holding SPHQ
CCWA
HWA
Lido Advisors's SPHQ Position: Q2 2026 in Review
Lido Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 14% in Q2 2026, selling an estimated $2.42M and leaving 179,395 shares worth $16.2M. The position accounts for 0.04% of the portfolio, ranked #261.
Lido Advisors first reported a position in SPHQ in Q2 2018 and has held it in 33 quarters since. The position peaked at $16.9M in Q3 2018. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.
- Lido Advisors held 179,395 shares of Invesco S&P 500 Quality ETF worth $16.2M as of Q2 2026.
- Lido Advisors sold 29,115 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.42M.
- Invesco S&P 500 Quality ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #261 holding.
- Lido Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 33 quarters since.
- Lido Advisors's Invesco S&P 500 Quality ETF position peaked at $16.9M in Q3 2018.
- 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.