McIlrath & Eck’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

McIlrath & Eck’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
2026 Q1	$8.99K	Buy	120 +1	+0.8%	+$78	﹤0.01%	1077
2025 Q4	$8.94K	Hold	119	–	–	﹤0.01%	670
2025 Q3	$8.71K	Buy	119 +1	+0.8%	+$72	﹤0.01%	653
2025 Q2	$8.44K	Hold	118	–	–	﹤0.01%	619
2025 Q1	$7.84K	Hold	118	–	–	﹤0.01%	642
2024 Q4	$7.9K	Buy	118 +1	+0.9%	+$68	﹤0.01%	664
2024 Q3	$7.9K	Hold	117	–	–	﹤0.01%	673
2024 Q2	$7.44K	Hold	117	–	–	﹤0.01%	651
2024 Q1	$7.06K	Buy	117 +1	+0.9%	+$57	﹤0.01%	660
2023 Q4	$6.3K	Buy	+116	New	+$5.96K	﹤0.01%	634
2022 Q4	–	Sell	-160	Closed	-$6K	–	917
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	617
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	574
2022 Q1	$8K	Hold	160	–	–	﹤0.01%	570
2021 Q4	$9K	Hold	160	–	–	﹤0.01%	554
2021 Q3	$8K	Hold	160	–	–	﹤0.01%	559
2021 Q2	$8K	Buy	+160	New	+$7.44K	﹤0.01%	560

Other funds holding SPHQ

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return