North Point Portfolio Managers’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

North Point Portfolio Managers’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 Q3	$227K	Buy	+2,701	New	+$231K	0.04%	71

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

North Point Portfolio Managers's SPHQ Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026: 2,701 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #71 among its holdings.

107 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

North Point Portfolio Managers held 2,701 shares of Invesco S&P 500 Quality ETF worth $227K as of Q3 2026.
Invesco S&P 500 Quality ETF was a new North Point Portfolio Managers position in Q3 2026.
Invesco S&P 500 Quality ETF made up 0.04% of North Point Portfolio Managers's portfolio in Q3 2026, its #71 holding.
107 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.