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Secure Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Secure Asset 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
2026
Q1 		– Sell
-7,595
Closed -$570K – 371
2025
Q4 		$570K Buy
7,595
+767
+11% +$57K 0.09% 175
2025
Q3 		$504K Sell
6,828
-133
-2% -$9.6K 0.08% 179
2025
Q2 		$496K Buy
6,961
+82
+1% +$5.55K 0.09% 187
2025
Q1 		$456K Buy
6,879
+267
+4% +$18.3K 0.09% 183
2024
Q4 		$443K Buy
6,612
+334
+5% +$22.6K 0.07% 210
2024
Q3 		$422K Sell
6,278
-837
-12% -$54.4K 0.07% 205
2024
Q2 		$452K Buy
7,115
+1,117
+19% +$68.1K 0.09% 172
2024
Q1 		$362K Buy
+5,998
New +$344K 0.09% 159

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Secure Asset Management's SPHQ Position: Q1 2026 in Review

Secure Asset Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026, closing a stake of 7,595 shares — an estimated $570K sold.

Secure Asset Management first reported a position in SPHQ in Q1 2024 and held it in 8 quarters. The position peaked at $570K in Q4 2025. 749 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Secure Asset Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Secure Asset Management sold 7,595 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $570K.
  • Secure Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and held it in 8 quarters.
  • Secure Asset Management's Invesco S&P 500 Quality ETF position peaked at $570K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.