William Mack & Associates’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

William Mack & Associates’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 Q3	$33.6K	Buy	+400	New	+$34.2K	0.01%	285

Other funds holding SPHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

William Mack & Associates's SPHQ Position: Q3 2026 in Review

William Mack & Associates opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026: 400 shares worth $33.6K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

708 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

William Mack & Associates held 400 shares of Invesco S&P 500 Quality ETF worth $33.6K as of Q3 2026.
Invesco S&P 500 Quality ETF was a new William Mack & Associates position in Q3 2026.
Invesco S&P 500 Quality ETF made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #285 holding.
708 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.