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Visionary Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Visionary Wealth Advisors’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 		$2.54M Buy
33,743
+3,400
+11% +$264K 0.11% 177
2025
Q4 		$2.28M Buy
30,343
+2,035
+7% +$151K 0.1% 181
2025
Q3 		$2.07M Buy
28,308
+5,401
+24% +$390K 0.1% 194
2025
Q2 		$1.63M Buy
22,907
+3,679
+19% +$249K 0.08% 218
2025
Q1 		$1.28M Buy
19,228
+4,288
+29% +$294K 0.08% 229
2024
Q4 		$1M Buy
14,940
+11,247
+305% +$763K 0.06% 252
2024
Q3 		$248K Buy
+3,693
New +$240K 0.02% 479
2020
Q3 		– Sell
-13,850
Closed -$490K – 268
2020
Q2 		$490K Buy
13,850
+1,878
+16% +$63.6K 0.07% 148
2020
Q1 		$358K Buy
11,972
+4,028
+51% +$140K 0.07% 142
2019
Q4 		$291K Buy
+7,944
New +$277K 0.05% 168

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