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Kroeger Financial Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kroeger Financial Partners’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 		$4.95M Buy
+54,984
New +$4.57M 4.79% 6

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kroeger Financial Partners's SPHQ Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 54,984 shares worth $4.95M. The stake represents 4.79% of the portfolio and ranks #6 among its holdings.

312 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Kroeger Financial Partners held 54,984 shares of Invesco S&P 500 Quality ETF worth $4.95M as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Kroeger Financial Partners position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 4.79% of Kroeger Financial Partners's portfolio in Q2 2026, its #6 holding.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.