SL
SPHQ icon

Salomon & Ludwin’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Salomon & Ludwin’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
Q2 		$61.5K Sell
691
-26
-4% -$2.16K 0.01% 454
2026
Q1 		$54.3K Hold
717
– – ﹤0.01% 440
2025
Q4 		$54.7K Hold
717
– – ﹤0.01% 384
2025
Q3 		$53K Sell
717
-21
-3% -$1.52K ﹤0.01% 374
2025
Q2 		$52.9K Hold
738
– – 0.01% 260
2025
Q1 		$49K Sell
738
-868
-54% -$59.5K 0.01% 252
2024
Q4 		$108K Sell
1,606
-356
-18% -$24.1K 0.01% 168
2024
Q3 		$132K Hold
1,962
– – 0.01% 166
2024
Q2 		$125K Sell
1,962
-1,966
-50% -$120K 0.01% 172
2024
Q1 		$237K Sell
3,928
-2,369
-38% -$136K 0.02% 169
2023
Q4 		$315K Hold
6,297
– – 0.03% 138
2023
Q3 		$315K Buy
6,297
+185
+3% +$9.48K 0.03% 138
2023
Q2 		$308K Hold
6,112
– – 0.03% 142
2023
Q1 		$289K Hold
6,112
– – 0.03% 141
2022
Q4 		$269K Sell
6,112
-58
-0.9% -$2.53K 0.03% 144
2022
Q3 		$245K Hold
6,170
– – 0.04% 129
2022
Q2 		$259K Sell
6,170
-82
-1% -$3.77K 0.04% 111
2022
Q1 		$312K Buy
6,252
+660
+12% +$33.3K 0.05% 96
2021
Q4 		$298K Sell
5,592
-506
-8% -$26.1K 0.04% 88
2021
Q3 		$296K Sell
6,098
-1,696
-22% -$84.8K 0.05% 76
2021
Q2 		$379K Hold
7,794
– – 0.06% 61
2021
Q1 		$345K Sell
7,794
-640
-8% -$27.6K 0.06% 58
2020
Q4 		$355K Buy
8,434
+162
+2% +$6.51K 0.07% 53
2020
Q3 		$320K Hold
8,272
– – 0.07% 54
2020
Q2 		$293K Sell
8,272
-2,799
-25% -$94.8K 0.06% 52
2020
Q1 		$331K Sell
11,071
-2,309
-17% -$80.1K 0.09% 39
2019
Q4 		$489K Buy
13,380
+468
+4% +$16.3K 0.1% 31
2019
Q3 		$433K Buy
12,912
+157
+1% +$5.23K 0.09% 34
2019
Q2 		$422K Buy
12,755
+1,366
+12% +$44.6K 0.09% 31
2019
Q1 		$366K Buy
11,389
+1,872
+20% +$56.8K 0.08% 30
2018
Q4 		$265K Buy
+9,517
New +$286K 0.06% 32

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Salomon & Ludwin's SPHQ Position: Q2 2026 in Review

Salomon & Ludwin reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.6% in Q2 2026, selling an estimated $2.16K and leaving 691 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #454.

Salomon & Ludwin first reported a position in SPHQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $489K in Q4 2019. 825 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Salomon & Ludwin held 691 shares of Invesco S&P 500 Quality ETF worth $61.5K as of Q2 2026.
  • Salomon & Ludwin sold 26 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.16K.
  • Invesco S&P 500 Quality ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #454 holding.
  • Salomon & Ludwin first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 31 quarters since.
  • Salomon & Ludwin's Invesco S&P 500 Quality ETF position peaked at $489K in Q4 2019.
  • 825 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.