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In March 2026, Orgel sold shares of SPHQ while Compass Ion bought more, as institutional interest in quality ETFs rose.
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.
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.
Meanwhile, institutional interest in the Invesco S&P MidCap Quality ETF (XMHQ) grew, with TruWealth Advisors and Thrivent Financial increasing their holdings.
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.
En marzo de 2026, Orgel vendió acciones de SPHQ mientras que Compass Ion compró más, ya que el interés institucional en ETF de calidad aumentó.