SIM
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Sims Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sims Investment 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
Q3 		– Sell
-27
Closed -$2.43K – 152
2026
Q2 		$2.43K Buy
+27
New +$2.24K ﹤0.01% 137

Other funds holding SPHQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Sims Investment Management's SPHQ Position: Q3 2026 in Review

Sims Investment Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026, closing a stake of 27 shares — an estimated $2.43K sold.

Sims Investment Management first reported a position in SPHQ in Q2 2026 and held it in 1 quarter. The position peaked at $2.43K in Q2 2026. 68 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Sims Investment Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 27 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $2.43K.
  • Sims Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's Invesco S&P 500 Quality ETF position peaked at $2.43K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.