Moloney Securities Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Moloney Securities Asset Management’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 Q3	$323K	Sell	4,400 -2,672	-38%	-$193K	0.04%	348
2025 Q2	$504K	Sell	7,072 -29	-0.4%	-$1.96K	0.06%	262
2025 Q1	$471K	Buy	7,101 +112	+2%	+$7.67K	0.06%	264
2024 Q4	$468K	Buy	+6,989	New	+$474K	0.06%	270

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Moloney Securities Asset Management's SPHQ Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 38% in Q3 2025, selling an estimated $193K and leaving 4,400 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #348.

Moloney Securities Asset Management first reported a position in SPHQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $504K in Q2 2025. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

Moloney Securities Asset Management held 4,400 shares of Invesco S&P 500 Quality ETF worth $323K as of Q3 2025.
Moloney Securities Asset Management sold 2,672 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $193K.
Invesco S&P 500 Quality ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #348 holding.
Moloney Securities Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 4 quarters since.
Moloney Securities Asset Management's Invesco S&P 500 Quality ETF position peaked at $504K in Q2 2025.
676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.