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

Prota Financial’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 		$5.36M Buy
63,061
+5,337
+9% +$457K 3.42% 18
2026
Q2 		$5.14M Buy
+57,724
New +$4.8M 3.38% 16

Other funds holding SPHQ

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Prota Financial's SPHQ Position: Q3 2026 in Review

Prota Financial increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 9.2% in Q3 2026, buying an estimated $457K and bringing the position to 63,061 shares worth $5.36M. The position accounts for 3.42% of the portfolio, ranked #18.

Prota Financial first reported a position in SPHQ in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Prota Financial held 63,061 shares of Invesco S&P 500 Quality ETF worth $5.36M as of Q3 2026.
  • Prota Financial bought 5,337 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $457K.
  • Invesco S&P 500 Quality ETF made up 3.42% of Prota Financial's portfolio in Q3 2026, its #18 holding.
  • Prota Financial first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.