Mercer Global Advisors
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Mercer Global Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Mercer Global 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
2026
Q1 		$3.57M Buy
47,488
+26,369
+125% +$2.05M 0.01% 917
2025
Q4 		$1.58M Sell
21,119
-5,234
-20% -$389K ﹤0.01% 1229
2025
Q3 		$1.93M Buy
26,353
+11,741
+80% +$847K ﹤0.01% 1050
2025
Q2 		$1.04M Buy
14,612
+1,945
+15% +$132K ﹤0.01% 1194
2025
Q1 		$840K Sell
12,667
-686
-5% -$47K ﹤0.01% 1218
2024
Q4 		$895K Buy
13,353
+628
+5% +$42.6K ﹤0.01% 1164
2024
Q3 		$850K Buy
12,725
+441
+4% +$28.7K ﹤0.01% 1075
2024
Q2 		$786K Buy
12,284
+266
+2% +$16.2K ﹤0.01% 1084
2024
Q1 		$726K Sell
12,018
-781
-6% -$44.7K ﹤0.01% 1094
2023
Q4 		$692K Sell
12,799
-218
-2% -$11.2K ﹤0.01% 1145
2023
Q3 		$651K Buy
13,017
+32
+0.2% +$1.64K ﹤0.01% 1122
2023
Q2 		$655K Buy
12,985
+1,705
+15% +$82.1K ﹤0.01% 1112
2023
Q1 		$534K Sell
11,280
-5,681
-33% -$260K ﹤0.01% 1170
2022
Q4 		$746K Sell
16,961
-4,310
-20% -$188K ﹤0.01% 1038
2022
Q3 		$845K Sell
21,271
-14,429
-40% -$633K 0.01% 916
2022
Q2 		$1.5M Buy
35,700
+28,427
+391% +$1.31M 0.01% 686
2022
Q1 		$363K Sell
7,273
-6,710
-48% -$338K ﹤0.01% 1408
2021
Q4 		$744K Buy
13,983
+941
+7% +$48.6K ﹤0.01% 1021
2021
Q3 		$633K Buy
+13,042
New +$652K ﹤0.01% 1057

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
HWA
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

Mercer Global Advisors's SPHQ Position: Q1 2026 in Review

Mercer Global Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 125% in Q1 2026, buying an estimated $2.05M and bringing the position to 47,488 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #917.

Mercer Global Advisors first reported a position in SPHQ in Q3 2021 and has held it in 19 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Mercer Global Advisors held 47,488 shares of Invesco S&P 500 Quality ETF worth $3.57M as of Q1 2026.
  • Mercer Global Advisors bought 26,369 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $2.05M.
  • Invesco S&P 500 Quality ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #917 holding.
  • Mercer Global Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2021 and has held it in 19 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.