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 Q2	–	Sell	-142,099	Closed	-$10.7M	–	127
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Sykon Capital's SPHQ Position: Q2 2026 in Review

Sykon Capital sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 142,099 shares — an estimated $10.7M sold.

Sykon Capital first reported a position in SPHQ in Q1 2025 and held it in 2 quarters. The position peaked at $16.6M in Q1 2025. 825 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Sykon Capital reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
Sykon Capital sold 142,099 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $10.7M.
Sykon Capital first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and held it in 2 quarters.
Sykon Capital's Invesco S&P 500 Quality ETF position peaked at $16.6M in Q1 2025.
825 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Sykon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.