SPP
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Single Point Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Single Point 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 		$270K Buy
3,592
+12
+0.3% +$933 0.05% 71
2025
Q4 		$269K Buy
3,580
+10
+0.3% +$743 0.05% 72
2025
Q3 		$262K Buy
3,570
+101
+3% +$7.29K 0.05% 72
2025
Q2 		$247K Buy
3,469
+8
+0.2% +$541 0.05% 76
2025
Q1 		$230K Buy
3,461
+9
+0.3% +$617 0.05% 78
2024
Q4 		$231K Buy
3,452
+9
+0.3% +$610 0.05% 71
2024
Q3 		$232K Buy
3,443
+9
+0.3% +$585 0.37% 30
2024
Q2 		$218K Buy
3,434
+10
+0.3% +$610 0.37% 30
2024
Q1 		$207K Buy
+3,424
New +$196K 0.05% 73
2021
Q2 		– Sell
-5,502
Closed -$246K – 95
2021
Q1 		$246K Buy
5,502
+110
+2% +$4.75K 0.09% 66
2020
Q4 		$227K Sell
5,392
-47
-0.9% -$1.89K 0.1% 66
2020
Q3 		$210K Buy
+5,439
New +$206K 0.11% 64

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return