Wealth Management Resources, Inc. / SPHQ
Wealth Management Resources, Inc.’s Invesco Exchange Traded Fd T Position
Does Wealth Management Resources, Inc. own Invesco Exchange Traded Fd T (SPHQ)? Yes — 438.4K shares worth $33M (+11.48% of its 13F portfolio) as of Q1 2026, down from 438.8K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
438.4K
% of Portfolio
+11.48%
Quarters Held
18
currently held
Position History SPHQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 438.4K | $33M | +11.48% |
| Q4 2025 | 438.8K | $33M | +11.59% |
| Q3 2025 | 528.3K | $39M | +12.53% |
| Q2 2025 | 518.3K | $37M | +12.61% |
| Q1 2025 | 512.4K | $34M | +12.34% |
| Q4 2024 | 502.4K | $34M | +12.43% |
| Q3 2024 | 216.0K | $14M | +5.71% |
| Q2 2024 | 206.6K | $13M | +5.64% |
| Q1 2024 | 176.5K | $11M | +4.61% |
| Q4 2023 | 153.6K | $8M | +3.90% |
| Q3 2023 | 110.0K | $6M | +2.66% |
| Q2 2023 | 741.4K | $13M | +7.80% |
| Q1 2023 | 456.5K | $8M | +5.08% |
| Q4 2022 | 47.0K | $2M | +1.34% |
| Q3 2022 | 43.0K | $2M | +1.14% |
| Q2 2022 | 34.9K | $1M | +0.90% |
| Q1 2022 | 32.0K | $2M | +1.10% |
| Q4 2021 | 29.9K | $2M | +1.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Management Resources, Inc.’s full portfolio or all institutional holders of SPHQ.