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ORG Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

ORG Partners’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
Q4 		$529K Hold
7,050
– – 0.09% 191
2025
Q3 		$517K Sell
7,050
-250
-3% -$18K 0.09% 191
2025
Q2 		$523K Hold
7,300
– – 0.11% 163
2025
Q1 		$483K Sell
7,300
-718
-9% -$49.2K 0.12% 153
2024
Q4 		$537K Buy
8,018
+2,002
+33% +$136K 0.07% 177
2024
Q3 		$405K Buy
6,016
+5,300
+740% +$344K 0.06% 195
2024
Q2 		$45.5K Buy
+716
New +$43.6K 0.01% 822
2024
Q1 		– Sell
-50
Closed -$2.7K – 1033
2023
Q4 		$2.7K Buy
+50
New +$2.57K ﹤0.01% 924

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return