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

Semmax 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 		$1.78K Hold
25
– – ﹤0.01% 353
2025
Q1 		$1.67K Buy
+25
New +$1.71K ﹤0.01% 333

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

Semmax Financial Advisors's SPHQ Position: Q2 2025 in Review

Semmax Financial Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2025 at 25 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Semmax Financial Advisors first reported a position in SPHQ in Q1 2025 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

  • Semmax Financial Advisors held 25 shares of Invesco S&P 500 Quality ETF worth $1.78K as of Q2 2025.
  • Semmax Financial Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2025.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #353 holding.
  • Semmax Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.