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Strategic Wealth Investment Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Strategic Wealth Investment 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
Q4 		– Sell
-3,251
Closed -$238K – 120
2025
Q3 		$238K Buy
+3,251
New +$235K 0.02% 118

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Strategic Wealth Investment Group's SPHQ Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q4 2025, closing a stake of 3,251 shares — an estimated $238K sold.

Strategic Wealth Investment Group first reported a position in SPHQ in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 713 funds tracked by Wall St. Rank hold SPHQ as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Invesco S&P 500 Quality ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 3,251 Invesco S&P 500 Quality ETF shares in Q4 2025, an estimated $238K.
  • Strategic Wealth Investment Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Invesco S&P 500 Quality ETF position peaked at $238K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.