Tyler-Stone Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Tyler-Stone Wealth Management’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 Q2	$1.55M	Buy	+21,720	New	+$1.47M	0.25%	79

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tyler-Stone Wealth Management's SPHQ Position: Q2 2025 in Review

Tyler-Stone Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2025: 21,720 shares worth $1.55M. The stake represents 0.25% of the portfolio and ranks #79 among its holdings.

669 funds tracked by Wall St. Rank hold SPHQ as of Q2 2025.

Tyler-Stone Wealth Management held 21,720 shares of Invesco S&P 500 Quality ETF worth $1.55M as of Q2 2025.
Invesco S&P 500 Quality ETF was a new Tyler-Stone Wealth Management position in Q2 2025.
Invesco S&P 500 Quality ETF made up 0.25% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #79 holding.
669 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.