Silicon Valley Capital Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Silicon Valley Capital Partners’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	$1.82M	Sell	24,203 -1,843	-7%	-$143K	0.18%	44
2025 Q4	$1.95M	Buy	26,046 +4,651	+22%	+$345K	0.18%	41
2025 Q3	$1.57M	Buy	21,395 +103	+0.5%	+$7.43K	0.15%	43
2025 Q2	$1.52M	Sell	21,292 -693	-3%	-$46.9K	0.16%	42
2025 Q1	$1.44M	Sell	21,985 -933	-4%	-$63.9K	0.19%	40
2024 Q4	$1.54M	Sell	22,918 -386	-2%	-$26.2K	0.17%	43
2024 Q3	$1.57M	Sell	23,304 -533	-2%	-$34.6K	0.2%	42
2024 Q2	$1.51M	Sell	23,837 -485	-2%	-$29.6K	0.21%	40
2024 Q1	$1.47M	Sell	24,322 -15,198	-38%	-$871K	0.22%	40
2023 Q4	$2.14M	Sell	39,520 -313	-0.8%	-$16.1K	0.36%	35
2023 Q3	$1.99M	Sell	39,833 -1,090	-3%	-$55.9K	0.37%	35
2023 Q2	$2.06M	Buy	40,923 +2,615	+7%	+$126K	0.39%	35
2023 Q1	$1.81M	Buy	38,308 +33,645	+722%	+$1.54M	0.38%	35
2022 Q4	$205K	Buy	+4,663	New	+$204K	0.05%	67
2022 Q2	–	Sell	-4,647	Closed	-$232K	–	72
2022 Q1	$232K	Buy	4,647 +4	+0.1%	+$202	0.04%	66
2021 Q4	$247K	Buy	4,643 +232	+5%	+$12K	0.04%	68
2021 Q3	$214K	Sell	4,411 -657	-13%	-$32.8K	0.04%	66
2021 Q2	$246K	Sell	5,068 -429	-8%	-$19.9K	0.05%	54
2021 Q1	$244K	Sell	5,497 -13,248	-71%	-$572K	0.05%	58
2020 Q4	$789K	Buy	18,745 +65	+0.3%	+$2.61K	0.17%	30
2020 Q3	$722K	Sell	18,680 -104	-0.6%	-$3.93K	0.18%	33
2020 Q2	$665K	Sell	18,784 -379	-2%	-$12.8K	0.21%	24
2020 Q1	$574K	Buy	19,163 +94	+0.5%	+$3.26K	0.23%	25
2019 Q4	$697K	Buy	19,069 +74	+0.4%	+$2.58K	0.24%	21
2019 Q3	$637K	Buy	18,995 +75	+0.4%	+$2.5K	0.25%	18
2019 Q2	$627K	Buy	18,920 +67	+0.4%	+$2.19K	0.25%	19
2019 Q1	$606K	Buy	18,853 +40	+0.2%	+$1.22K	0.26%	19
2018 Q4	$523K	Buy	18,813 +84	+0.4%	+$2.53K	0.26%	18
2018 Q3	$614K	Buy	18,729 +78	+0.4%	+$2.47K	0.26%	14
2018 Q2	$578K	Buy	+18,651	New	+$563K	0.28%	14

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

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

Silicon Valley Capital Partners's SPHQ Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 7.1% in Q1 2026, selling an estimated $143K and leaving 24,203 shares worth $1.82M. The position accounts for 0.18% of the portfolio, ranked #44.

Silicon Valley Capital Partners first reported a position in SPHQ in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.14M in Q4 2023. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Silicon Valley Capital Partners held 24,203 shares of Invesco S&P 500 Quality ETF worth $1.82M as of Q1 2026.
Silicon Valley Capital Partners sold 1,843 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $143K.
Invesco S&P 500 Quality ETF made up 0.18% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #44 holding.
Silicon Valley Capital Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 30 quarters since.
Silicon Valley Capital Partners's Invesco S&P 500 Quality ETF position peaked at $2.14M in Q4 2023.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.