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New York Life Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

New York Life Investment 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
Q2 		– Sell
-39,528
Closed -$2.62M – 833
2025
Q1 		$2.62M Sell
39,528
-19,699
-33% -$1.35M 0.03% 479
2024
Q4 		$3.97M Buy
59,227
+7,726
+15% +$524K 0.04% 385
2024
Q3 		$3.46M Buy
51,501
+41,062
+393% +$2.67M 0.03% 433
2024
Q2 		$663K Buy
+10,439
New +$636K 0.01% 769

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

New York Life Investment Management's SPHQ Position: Q2 2025 in Review

New York Life Investment Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 39,528 shares — an estimated $2.62M sold.

New York Life Investment Management first reported a position in SPHQ in Q2 2024 and held it in 4 quarters. The position peaked at $3.97M in Q4 2024. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • New York Life Investment Management reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 39,528 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $2.62M.
  • New York Life Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and held it in 4 quarters.
  • New York Life Investment Management's Invesco S&P 500 Quality ETF position peaked at $3.97M in Q4 2024.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.