Simplex Trading
SPHQ icon

Simplex Trading’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Simplex Trading’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
Q4 		– Sell
-42
Closed -$3K – 9967
2025
Q3 		$3K Buy
+42
New +$3.03K ﹤0.01% 8561
2025
Q2 		– Sell
-100
Closed -$6K – 9671
2025
Q1 		$6K Buy
+100
New +$6.85K ﹤0.01% 7485
2024
Q2 		– Sell
-118
Closed -$7K – 9741
2024
Q1 		$7K Buy
118
+18
+18% +$1.03K ﹤0.01% 7862
2023
Q4 		$5K Buy
+100
New +$5.14K ﹤0.01% 7905

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Simplex Trading's SPHQ Position: Q4 2025 in Review

Simplex Trading sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2025, closing a stake of 42 shares — an estimated $3K sold.

Simplex Trading first reported a position in SPHQ in Q4 2023 and held it in 4 quarters. The position peaked at $7K in Q1 2024. 712 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

  • Simplex Trading reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 42 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $3K.
  • Simplex Trading first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 4 quarters.
  • Simplex Trading's Invesco S&P 500 Quality ETF position peaked at $7K in Q1 2024.
  • 712 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.