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Plante Moran Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Plante Moran Financial 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 		$13.7K Buy
183
+133
+266% +$10.3K ﹤0.01% 488
2025
Q4 		$3.72K Hold
50
– – ﹤0.01% 673
2025
Q3 		$3.63K Buy
+50
New +$3.61K ﹤0.01% 634
2024
Q3 		– Sell
-257
Closed -$16.3K – 934
2024
Q2 		$16.3K Buy
+257
New +$15.7K ﹤0.01% 506
2023
Q4 		– Hold
0
– – – 904
2023
Q3 		– Hold
0
– – – 874
2020
Q2 		– Hold
0
– – – 864
2020
Q1 		– Hold
0
– – – 841

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $6.83B AUM 12.51% 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 $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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