PWM
SPHQ icon

Prosperity Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Prosperity Wealth 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
Q4 		$248K Sell
3,298
-91
-3% -$6.76K 0.08% 210
2025
Q3 		$248K Sell
3,389
-174
-5% -$12.6K 0.08% 208
2025
Q2 		$254K Sell
3,563
-2
-0.1% -$135 0.09% 198
2025
Q1 		$237K Buy
+3,565
New +$244K 0.11% 180

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $530B 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

Prosperity Wealth Management's SPHQ Position: Q4 2025 in Review

Prosperity Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.7% in Q4 2025, selling an estimated $6.76K and leaving 3,298 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #210.

Prosperity Wealth Management first reported a position in SPHQ in Q1 2025 and has held it in 4 quarters since. The position peaked at $254K in Q2 2025. 712 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

  • Prosperity Wealth Management held 3,298 shares of Invesco S&P 500 Quality ETF worth $248K as of Q4 2025.
  • Prosperity Wealth Management sold 91 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $6.76K.
  • Invesco S&P 500 Quality ETF made up 0.08% of Prosperity Wealth Management's portfolio in Q4 2025, its #210 holding.
  • Prosperity Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 4 quarters since.
  • Prosperity Wealth Management's Invesco S&P 500 Quality ETF position peaked at $254K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.