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Sykon Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sykon Capital’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 		$10.7M Buy
+142,099
New +$11M 3.56% 10
2025
Q2 		– Sell
-250,942
Closed -$16.6M – 92
2025
Q1 		$16.6M Buy
+250,942
New +$17.2M 6.32% 5

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $59.8B AUM 29.42% 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
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

Sykon Capital's SPHQ Position: Q1 2026 in Review

Sykon Capital opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 142,099 shares worth $10.7M. The stake represents 3.56% of the portfolio and ranks #10 among its holdings. This is a return to the name: Sykon Capital previously reported a position in SPHQ as recently as Q1 2025.

Sykon Capital first reported a position in SPHQ in Q1 2025 and has held it in 2 quarters since. The position peaked at $16.6M in Q1 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Sykon Capital held 142,099 shares of Invesco S&P 500 Quality ETF worth $10.7M as of Q1 2026.
  • Invesco S&P 500 Quality ETF was a new Sykon Capital position in Q1 2026.
  • Invesco S&P 500 Quality ETF made up 3.56% of Sykon Capital's portfolio in Q1 2026, its #10 holding.
  • Sykon Capital first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 2 quarters since.
  • Sykon Capital's Invesco S&P 500 Quality ETF position peaked at $16.6M in Q1 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Sykon Capital's 13F filing for Q1 2026, filed 22 Apr 2026.