Vise Technologies’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Vise Technologies’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	$3.94M	Hold	52,480	–	–	0.08%	211
2025 Q4	$3.94M	Buy	52,480 +26,923	+105%	+$2M	0.08%	212
2025 Q3	$1.87M	Sell	25,557 -49,142	-66%	-$3.55M	0.07%	272
2025 Q2	$5.32M	Buy	+74,699	New	+$5.05M	0.22%	100
2024 Q4	$1.58M	Buy	23,615 +14,232	+152%	+$965K	0.13%	167
2024 Q3	$631K	Buy	9,383 +1,420	+18%	+$92.3K	0.08%	243
2024 Q2	$506K	Buy	+7,963	New	+$485K	0.09%	221

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

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

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

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

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

Vise Technologies's SPHQ Position: Q1 2026 in Review

Vise Technologies held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q1 2026 at 52,480 shares worth $3.94M. The position accounts for 0.08% of the portfolio, ranked #211.

Vise Technologies first reported a position in SPHQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.32M in Q2 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Vise Technologies held 52,480 shares of Invesco S&P 500 Quality ETF worth $3.94M as of Q1 2026.
Vise Technologies left its Invesco S&P 500 Quality ETF share count unchanged in Q1 2026.
Invesco S&P 500 Quality ETF made up 0.08% of Vise Technologies's portfolio in Q1 2026, its #211 holding.
Vise Technologies first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 7 quarters since.
Vise Technologies's Invesco S&P 500 Quality ETF position peaked at $5.32M in Q2 2025.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.