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SC&H Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

SC&H Financial Advisors’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
-3,015
Closed -$200K – 159
2025
Q1 		$200K Sell
3,015
-1,018
-25% -$69.7K 0.04% 149
2024
Q4 		$270K Buy
4,033
+3
+0.1% +$203 0.06% 120
2024
Q3 		$271K Buy
4,030
+3
+0.1% +$195 0.06% 129
2024
Q2 		$256K Buy
4,027
+3
+0.1% +$183 0.06% 126
2024
Q1 		$243K Buy
4,024
+3
+0.1% +$172 0.06% 126
2023
Q4 		$217K Buy
4,021
+4
+0.1% +$206 0.06% 133
2023
Q3 		$201K Buy
4,017
+3
+0.1% +$154 0.07% 128
2023
Q2 		$202K Buy
+4,014
New +$193K 0.07% 132
2022
Q3 		– Sell
-8,098
Closed -$340K – 133
2022
Q2 		$340K Buy
8,098
+5
+0.1% +$230 0.16% 106
2022
Q1 		$404K Sell
8,093
-496
-6% -$25K 0.19% 100
2021
Q4 		$457K Buy
+8,589
New +$443K 0.25% 93

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