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Ross\Johnson & Associates’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-47
Closed -$3.12K – 332
2025
Q1 		$3.12K Buy
+47
New +$3.22K 0.05% 119

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ross\Johnson & Associates's SPHQ Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025, closing a stake of 47 shares — an estimated $3.12K sold.

Ross\Johnson & Associates first reported a position in SPHQ in Q1 2025 and held it in 1 quarter. The position peaked at $3.12K in Q1 2025. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 47 Invesco S&P 500 Quality ETF shares in Q2 2025, an estimated $3.12K.
  • Ross\Johnson & Associates first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Invesco S&P 500 Quality ETF position peaked at $3.12K in Q1 2025.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.