Root Financial Partners
SPHQ icon

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

Root 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 		$218K Buy
2,598
+299
+13% +$25.6K 0.01% 414
2026
Q2 		$207K Hold
2,299
– – 0.01% 389
2026
Q1 		$173K Hold
2,299
– – 0.01% 369
2025
Q4 		$173K Hold
2,299
– – 0.01% 329
2025
Q3 		$169K Buy
+2,299
New +$166K 0.01% 316

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

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

Root Financial Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 13% in Q3 2026, buying an estimated $25.6K and bringing the position to 2,598 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #414.

Root Financial Partners first reported a position in SPHQ in Q3 2025 and has held it in 5 quarters since. 482 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Root Financial Partners held 2,598 shares of Invesco S&P 500 Quality ETF worth $218K as of Q3 2026.
  • Root Financial Partners bought 299 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $25.6K.
  • Invesco S&P 500 Quality ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #414 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 5 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.