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

Moneta Group 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
2026
Q1 		$267K Sell
3,552
-1,292
-27% -$100K ﹤0.01% 668
2025
Q4 		$364K Buy
4,844
+1,997
+70% +$148K ﹤0.01% 585
2025
Q3 		$209K Hold
2,847
– – ﹤0.01% 746
2025
Q2 		$203K Buy
+2,847
New +$193K ﹤0.01% 672

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

Moneta Group Investment Advisors's SPHQ Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 27% in Q1 2026, selling an estimated $100K and leaving 3,552 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Moneta Group Investment Advisors first reported a position in SPHQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $364K in Q4 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Moneta Group Investment Advisors held 3,552 shares of Invesco S&P 500 Quality ETF worth $267K as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,292 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $100K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #668 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $364K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.