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flag In March 2026, Orgel sold shares of SPHQ while Compass Ion bought more, as institutional interest in quality ETFs rose.

flag 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. flag 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. flag Meanwhile, institutional interest in the Invesco S&P MidCap Quality ETF (XMHQ) grew, with TruWealth Advisors and Thrivent Financial increasing their holdings. flag 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.

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