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Public ownership evidence

Invesco S&P 500 Quality ETF (SPHQ) Ownership Disclosures

Read SPHQ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28325,280$29,307,741None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2873$5,489None
CARLSON FINANCIAL, INC.2026-06-302026-08-257,233$651,698None
CARLSON FINANCIAL, INC.2026-03-312026-08-258,179$614,996None
CARLSON FINANCIAL, INC.2025-12-312026-08-258,398$630,282None
Bernard Wealth Management Corp.2026-06-302026-08-22389$35,049None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2223,865$2,150,253None
ATX Financial Planning, LLC2026-06-302026-08-216,209$559,404None
Forefront Wealth Partners, LLC2026-06-302026-08-212,982$268,679None
Jackson Wealth Management, LLC2026-06-302026-08-215,534$499,000None
Bullock Wealth Management Group2026-06-302026-08-20101$8,951None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-2018,268$1,645,947None
Kingsview Wealth Management, LLC2026-06-302026-08-20179,573$16,179,519None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2054,660$4,924,910None
Beacon Pointe Advisors, LLC2026-06-302026-08-19100,627$9,066,511None
Glenview Trust Co2026-06-302026-08-1910,258$924,245None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19350$32,000None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1867,413$6,073,911None
Ruggaard & Associates LLC2026-06-302026-08-18138,254$12,456,704None
Corient Private Wealth LP2026-06-302026-08-18328,955$29,638,875None
Asset Allocation Strategies LLC2026-06-302026-08-18100,441$9,049,729None
Empowered Funds, LLC2026-06-302026-08-186,479$583,758None
Transamerica Financial Advisors, LLC2026-06-302026-08-188,075$727,601None
Equitable Holdings, Inc.2026-06-302026-08-181,436,900$129,464,553None
Jefferies Financial Group Inc.2026-06-302026-08-18378,345$34,088,904None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,944$445,000None
Steelhead Wealth Management LLC2026-06-302026-08-1536,571$3,295,000None
Sequent Planning LLC2026-06-302026-08-1510,560$951,490None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,271$114,516None
10Elms LLP2026-06-302026-08-153,860$347,803None
Synergy Investment Management, LLC2026-06-302026-08-1532,210$2,902,139None
SEI INVESTMENTS CO2026-06-302026-08-1516,278$1,466,680None
Bawa N Mallick Trust2026-06-302026-08-1521,070$1,898,407None
Glen Eagle Advisors, LLC2026-06-302026-08-1514,509$1,307,261None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15230$20,718None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15800$72,080None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1562$5,607None
Mutual Advisors, LLC2026-06-302026-08-153,687$332,198None
Advyzon Investment Management, LLC2026-06-302026-08-152,147$193,445None
Advyzon Investment Management, LLC2026-06-302026-08-155,583$503,028None
Kera Capital Partners, Inc.2026-06-302026-08-1512,891$1,161,479None
J HAGAN CAPITAL, INC.2026-06-302026-08-153,550$319,853None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1532,257$2,906,356None
Nemes Rush Group LLC2026-06-302026-08-1578$6,987None
Strategies Wealth Advisors, LLC2026-06-302026-08-15141,035$12,707,222None
Milestone Investment Advisors LLC2026-06-302026-08-15533,994$48,112,839None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-152,614$235,521None
Vertex Planning Partners, LLC2026-06-302026-08-157,032$633,551None
Perennial Investment Advisors, LLC2026-06-302026-08-15591,843$53,325,462None
Capital Asset Advisory Services LLC2026-06-302026-08-159,959$897,306None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Bernard Wealth Management Corp. ↗WEST MICHIGAN ADVISORS, LLC ↗ATX Financial Planning, LLC ↗Forefront Wealth Partners, LLC ↗Jackson Wealth Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.