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Sterling Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sterling Financial Group’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 		$40.6M Buy
554,026
+31,831
+6% +$2.3M 12.87% 1
2025
Q2 		$37.2M Buy
+522,195
New +$35.3M 12.49% 1

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

Sterling Financial Group's SPHQ Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 6.1% in Q3 2025, buying an estimated $2.3M and bringing the position to 554,026 shares worth $40.6M. The position accounts for 12.87% of the portfolio, ranked #1.

Sterling Financial Group first reported a position in SPHQ in Q2 2025 and has held it in 2 quarters since. 676 funds tracked by Wall St. Rank hold SPHQ as of Q3 2025.

  • Sterling Financial Group held 554,026 shares of Invesco S&P 500 Quality ETF worth $40.6M as of Q3 2025.
  • Sterling Financial Group bought 31,831 Invesco S&P 500 Quality ETF shares in Q3 2025, an estimated $2.3M.
  • Invesco S&P 500 Quality ETF made up 12.87% of Sterling Financial Group's portfolio in Q3 2025, its #1 holding.
  • Sterling Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 2 quarters since.
  • 676 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.