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Vermillion & White Wealth Management Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Vermillion & White Wealth Management 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
2026
Q1 		$1.37M Sell
18,268
-3,071
-14% -$239K 0.79% 19
2025
Q4 		$1.6M Hold
21,339
– – 0.87% 18
2025
Q3 		$1.56M Hold
21,339
– – 0.89% 18
2025
Q2 		$1.52M Buy
+21,339
New +$1.44M 0.99% 16

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

Vermillion & White Wealth Management Group's SPHQ Position: Q1 2026 in Review

Vermillion & White Wealth Management Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 14% in Q1 2026, selling an estimated $239K and leaving 18,268 shares worth $1.37M. The position accounts for 0.79% of the portfolio, ranked #19.

Vermillion & White Wealth Management Group first reported a position in SPHQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Vermillion & White Wealth Management Group held 18,268 shares of Invesco S&P 500 Quality ETF worth $1.37M as of Q1 2026.
  • Vermillion & White Wealth Management Group sold 3,071 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $239K.
  • Invesco S&P 500 Quality ETF made up 0.79% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #19 holding.
  • Vermillion & White Wealth Management Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 4 quarters since.
  • Vermillion & White Wealth Management Group's Invesco S&P 500 Quality ETF position peaked at $1.6M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.