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

Vestor 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 		$375K Buy
4,988
+1,943
+64% +$151K 0.03% 120
2025
Q4 		$374K Sell
3,045
-1,943
-39% -$144K 0.03% 103
2025
Q3 		$366K Buy
4,988
+2,909
+140% +$210K 0.02% 125
2025
Q2 		$371K Sell
2,079
-2,909
-58% -$197K 0.03% 113
2025
Q1 		$331K Sell
4,988
-10
-0.2% -$685 0.03% 113
2024
Q4 		$335K Buy
4,998
+10
+0.2% +$678 0.03% 128
2024
Q3 		$336K Hold
4,988
– – 0.03% 98
2024
Q2 		$317K Hold
4,988
– – 0.03% 100
2024
Q1 		$301K Hold
4,988
– – 0.03% 116
2023
Q4 		$270K Hold
4,988
– – 0.03% 107
2023
Q3 		$250K Hold
4,988
– – 0.03% 116
2023
Q2 		$252K Hold
4,988
– – 0.03% 110
2023
Q1 		$236K Hold
4,988
– – 0.03% 124
2022
Q4 		$219K Hold
4,988
– – 0.03% 124
2022
Q3 		$198K Hold
4,988
– – 0.03% 111
2022
Q2 		$209K Hold
4,988
– – 0.03% 104
2022
Q1 		$249K Hold
4,988
– – 0.02% 107
2021
Q4 		$265K Hold
4,988
– – 0.03% 107
2021
Q3 		$242K Hold
4,988
– – 0.03% 109
2021
Q2 		$242K Buy
+4,988
New +$232K 0.03% 102

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $6.83B AUM 12.51% 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 $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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