2026年3月,OrgelはSPHQの株式を売却し,Compass Ionは品質ETFに対する機関的な関心が高まったためより多くの株を購入した. In March 2026, Orgel sold shares of SPHQ while Compass Ion bought more, as institutional interest in quality ETFs rose.

2026年初頭,Orgel Wealth Management LLCはインベスコS&P 500品質ETF (SPHQ) の株式を5.4%削減し,23,181株を売った.一方でCompass Ion Advisors LLCは676,332株を追加してそのポジションを大幅に増加させた. In early 2026, Orgel Wealth Management LLC reduced its stake in the Invesco S&P 500 Quality ETF (SPHQ) by 5.4%, selling 23,181 shares, while Compass Ion Advisors LLC increased its position significantly, adding 676,332 shares. 高品質の大資本株を追跡するSPHQは,市場キャピタルは1537億ドルで,2026年3月末には約75.24ドルの取引を行っていた. SPHQ, which tracks high-quality large-cap U.S. stocks, had a market cap of $15.37 billion and traded around $75.24 in late March 2026. 一方,Invesco S&P MidCap Quality ETF (XMHQ) に関する機関的な関心は高まり,TruWealth AdvisorsとThrivent Financialが保有額を増やしました. Meanwhile, institutional interest in the Invesco S&P MidCap Quality ETF (XMHQ) grew, with TruWealth Advisors and Thrivent Financial increasing their holdings. 2006年に開始されたXMHQは,市場キャピタルは49億5千万ドルで,12ヶ月の範囲が80ドル60セントから109ドルの79セント近く取引されました. XMHQ, launched in 2006, had a market cap of $4.95 billion and traded near $100.19, with a 12-month range of $80.60 to $109.79.