Quantum Financial Partners
SPHQ icon

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

Quantum Financial 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
Q3 		$431K Buy
5,125
+1,200
+31% +$103K 0.22% 95
2026
Q2 		$354K Buy
+3,925
New +$326K 0.18% 98

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Quantum Financial Partners's SPHQ Position: Q3 2026 in Review

Quantum Financial Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 31% in Q3 2026, buying an estimated $103K and bringing the position to 5,125 shares worth $431K. The position accounts for 0.22% of the portfolio, ranked #95.

Quantum Financial Partners first reported a position in SPHQ in Q2 2026 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Quantum Financial Partners held 5,125 shares of Invesco S&P 500 Quality ETF worth $431K as of Q3 2026.
  • Quantum Financial Partners bought 1,200 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $103K.
  • Invesco S&P 500 Quality ETF made up 0.22% of Quantum Financial Partners's portfolio in Q3 2026, its #95 holding.
  • Quantum Financial Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.