WWM
SPHQ icon

Westwood Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Westwood 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
2026
Q1 		– Sell
-69,732
Closed -$5.23M – 109
2025
Q4 		$5.23M Buy
+69,732
New +$5.18M 3.93% 5

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

Westwood Wealth Management's SPHQ Position: Q1 2026 in Review

Westwood Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026, closing a stake of 69,732 shares — an estimated $5.23M sold.

Westwood Wealth Management first reported a position in SPHQ in Q4 2025 and held it in 1 quarter. The position peaked at $5.23M in Q4 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Westwood Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 69,732 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $5.23M.
  • Westwood Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Invesco S&P 500 Quality ETF position peaked at $5.23M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.