SPHQ

Invesco S&p 500 Quality Etf

Latest period2024 - Q4Total superinvestors86

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 86 superinvestors own shares of Invesco S&p 500 Quality Etf (SPHQ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco S&p 500 Quality Etf (SPHQ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco S&p 500 Quality Etf (SPHQ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco S&p 500 Quality Etf (SPHQ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.06%
1.07%
$527.334M
7.839M shares@ 67.27 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 5.41%
9.97%
$514.378M
7.674M shares@ 67.04 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -0.24%
10.42%
$52.217M
779,010 shares@ 67.04 avg price
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Increased 6.88%
5.46%
$35.297M
526,580 shares@ 67.03 avg price
KATHLEEN VANORMER@Union Savings Bank
Recent Activity
Increased 12.09%
12.8%
$26.012M
388,123 shares@ 67.02 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
Decreased -0.31%
0.66%
$25.106M
374,546 shares@ 67.04 avg price
John Boardman@Ballast, Inc.
Recent Activity
Increased 0.63%
6.78%
$23.682M
353,303 shares@ 67.04 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Increased 7.9%
11.17%
$20.749M
309,555 shares@ 67.03 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 0.71%
1.05%
$17.303M
258,141 shares@ 67.03 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Increased 1.4%
2.11%
$17.02M
253,007 shares@ 67.27 avg price