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Stock Yards Bank & Trust’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Stock Yards Bank & Trust’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 		$338K Hold
4,495
– – 0.01% 324
2025
Q4 		$337K Sell
4,495
-17,571
-80% -$1.3M 0.01% 324
2025
Q3 		$1.62M Buy
22,066
+17,571
+391% +$1.27M 0.05% 175
2025
Q2 		$320K Hold
4,495
– – 0.01% 322
2025
Q1 		$298K Hold
4,495
– – 0.01% 325
2024
Q4 		$301K Hold
4,495
– – 0.01% 318
2024
Q3 		$302K Hold
4,495
– – 0.01% 324
2024
Q2 		$286K Hold
4,495
– – 0.01% 337
2024
Q1 		$272K Buy
+4,495
New +$258K 0.01% 354

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