OakTrust Wealth Advisors LLC grew its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 13.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,429 shares of the company’s stock after acquiring an additional 8,668 shares during the period. Invesco S&P 500 Quality ETF accounts for 5.0% of OakTrust Wealth Advisors LLC’s portfolio, making the stock its 6th largest holding. OakTrust Wealth Advisors LLC’s holdings in Invesco S&P 500 Quality ETF were worth $5,521,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. MTM Investment Management LLC bought a new stake in Invesco S&P 500 Quality ETF during the 4th quarter worth approximately $26,000. Bell Investment Advisors Inc acquired a new stake in Invesco S&P 500 Quality ETF during the 1st quarter valued at $28,000. IFC & Insurance Marketing Inc. acquired a new stake in Invesco S&P 500 Quality ETF during the 4th quarter valued at $29,000. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new position in Invesco S&P 500 Quality ETF in the 4th quarter valued at $33,000. Finally, Merkkuri Wealth Advisors LLC bought a new position in Invesco S&P 500 Quality ETF in the 1st quarter valued at $33,000.
Invesco S&P 500 Quality ETF Stock Performance
Invesco S&P 500 Quality ETF stock opened at $88.80 on Tuesday. The firm has a market cap of $18.90 billion, a P/E ratio of 25.36 and a beta of 0.91. The business’s fifty day moving average is $84.37 and its two-hundred day moving average is $79.86. Invesco S&P 500 Quality ETF has a 52 week low of $70.26 and a 52 week high of $90.26.
About Invesco S&P 500 Quality ETF
The Invesco S&P 500 Quality ETF (SPHQ) is an exchange-traded fund that is based on the S&P 500 Quality index. The fund tracks an index of US large-cap stocks selected by return on equity, changes in net operating assets and financial leverage. Stocks are weighted by these quality factors, scaled by market cap. SPHQ was launched on Dec 6, 2005 and is managed by Invesco.
Further Reading
- Five stocks we like better than Invesco S&P 500 Quality ETF
- The AI Boom Has a Second Act—And It’s Playing Out in Optics
- Gold’s 2026 Rally Has Cracked—Is It Time to Buy the Pullback?
- 5 Tech Stocks to Buy on the July Pullback
- Is OpenAI’s IPO Delay a Warning for AI Investors?
Want to see what other hedge funds are holding SPHQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report).
Receive News & Ratings for Invesco S&P 500 Quality ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Invesco S&P 500 Quality ETF and related companies with MarketBeat.com's FREE daily email newsletter.
