Madison Investment Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Madison Investment Advisors’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
2024 Q4	$88.6M	Buy	+1,322,117	New	+$89.6M	1%	34

Other funds holding SPHQ

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

CCWA

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

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

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

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

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

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

Madison Investment Advisors's SPHQ Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q4 2024: 1,322,117 shares worth $88.6M. The stake represents 1% of the portfolio and ranks #34 among its holdings.

606 funds tracked by Wall St. Rank hold SPHQ as of Q4 2024.

Madison Investment Advisors held 1,322,117 shares of Invesco S&P 500 Quality ETF worth $88.6M as of Q4 2024.
Invesco S&P 500 Quality ETF was a new Madison Investment Advisors position in Q4 2024.
Invesco S&P 500 Quality ETF made up 1% of Madison Investment Advisors's portfolio in Q4 2024, its #34 holding.
606 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.