Sebold Capital Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sebold Capital Management’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	$502K	Buy	+7,049	New	+$477K	0.31%	43

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sebold Capital Management's SPHQ Position: Q2 2025 in Review

Sebold Capital Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025: 7,049 shares worth $502K. The stake represents 0.31% of the portfolio and ranks #43 among its holdings.

669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Sebold Capital Management held 7,049 shares of Invesco S&P 500 Quality ETF worth $502K as of Q2 2025.
Invesco S&P 500 Quality ETF was a new Sebold Capital Management position in Q2 2025.
Invesco S&P 500 Quality ETF made up 0.31% of Sebold Capital Management's portfolio in Q2 2025, its #43 holding.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.