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

&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
2026
Q1 		$2.44M Buy
32,741
+6,591
+25% +$513K 0.01% 817
2025
Q4 		$1.96M Buy
26,150
+857
+3% +$63.6K 0.01% 872
2025
Q3 		$1.85M Buy
25,293
+2,734
+12% +$197K 0.01% 788
2025
Q2 		$1.61M Sell
22,559
-10,432
-32% -$706K 0.01% 763
2025
Q1 		$2.17M Buy
32,991
+350
+1% +$24K 0.02% 511
2024
Q4 		$2.2M Buy
32,641
+9,408
+40% +$638K 0.03% 473
2024
Q3 		$1.56M Buy
23,233
+1,782
+8% +$116K 0.03% 423
2024
Q2 		$1.36M Buy
21,451
+9,935
+86% +$606K 0.06% 273
2024
Q1 		$696K Buy
+11,516
New +$660K 0.1% 215

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

&Partners's SPHQ Position: Q1 2026 in Review

&Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 25% in Q1 2026, buying an estimated $513K and bringing the position to 32,741 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #817.

&Partners first reported a position in SPHQ in Q1 2024 and has held it in 9 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • &Partners held 32,741 shares of Invesco S&P 500 Quality ETF worth $2.44M as of Q1 2026.
  • &Partners bought 6,591 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $513K.
  • Invesco S&P 500 Quality ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #817 holding.
  • &Partners first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 9 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.