10Elms LLP’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

10Elms LLP’s Portfolio SPHQ Stock Details SPHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$348K	Buy	3,860 +3,345	+650%	+$278K	0.15%	82
2026 Q1	$38.7K	Hold	515	–	–	0.02%	259
2025 Q4	$38.7K	Hold	515	–	–	0.04%	247
2025 Q3	$37.7K	Hold	515	–	–	0.03%	254
2025 Q2	$36.7K	Hold	515	–	–	0.03%	255
2025 Q1	$34.2K	Hold	515	–	–	0.03%	276
2024 Q4	$34.5K	Buy	+515	New	+$34.9K	0.04%	270

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

10Elms LLP's SPHQ Position: Q2 2026 in Review

10Elms LLP increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 650% in Q2 2026, buying an estimated $278K and bringing the position to 3,860 shares worth $348K. The position accounts for 0.15% of the portfolio, ranked #82.

10Elms LLP first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

10Elms LLP held 3,860 shares of Invesco S&P 500 Quality ETF worth $348K as of Q2 2026.
10Elms LLP bought 3,345 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $278K.
Invesco S&P 500 Quality ETF made up 0.15% of 10Elms LLP's portfolio in Q2 2026, its #82 holding.
10Elms LLP first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.