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Siligmueller & Norvid Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Siligmueller & Norvid Wealth 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
Q3 		$766K Sell
10,448
-42,994
-80% -$3.1M 0.34% 62
2025
Q2 		$3.79M Buy
53,442
+2,023
+4% +$137K 1.47% 21
2025
Q1 		$3.41M Buy
51,419
+767
+2% +$52.5K 1.44% 23
2024
Q4 		$3.4M Buy
+50,652
New +$3.43M 1.45% 22

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's SPHQ Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 80% in Q3 2025, selling an estimated $3.1M and leaving 10,448 shares worth $766K. The position accounts for 0.34% of the portfolio, ranked #62.

Siligmueller & Norvid Wealth Advisors first reported a position in SPHQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.79M in Q2 2025. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 10,448 shares of Invesco S&P 500 Quality ETF worth $766K as of Q3 2025.
  • Siligmueller & Norvid Wealth Advisors sold 42,994 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $3.1M.
  • Invesco S&P 500 Quality ETF made up 0.34% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #62 holding.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 4 quarters since.
  • Siligmueller & Norvid Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $3.79M in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.