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WMS Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-10,348
Closed -$694K – 230
2024
Q4 		$694K Buy
+10,348
New +$702K 0.04% 146

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WMS Partners's SPHQ Position: Q1 2025 in Review

WMS Partners sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2025, closing a stake of 10,348 shares — an estimated $694K sold.

WMS Partners first reported a position in SPHQ in Q4 2024 and held it in 1 quarter. The position peaked at $694K in Q4 2024. 623 funds tracked by Wall St. Rank hold SPHQ as of Q1 2025.

  • WMS Partners reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,348 Invesco S&P 500 Quality ETF shares in Q1 2025, an estimated $694K.
  • WMS Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and held it in 1 quarter.
  • WMS Partners's Invesco S&P 500 Quality ETF position peaked at $694K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.