STACKSTONE WEALTH, LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$18.7M	Buy	+222,226	New	+$19M	1.84%	6

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

CWM

Clearview Wealth Management Irvine, California $133M AUM

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPHQ Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026: 222,226 shares worth $18.7M. The stake represents 1.84% of the portfolio and ranks #6 among its holdings.

151 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

STACKSTONE WEALTH, LLC held 222,226 shares of Invesco S&P 500 Quality ETF worth $18.7M as of Q3 2026.
Invesco S&P 500 Quality ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Invesco S&P 500 Quality ETF made up 1.84% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #6 holding.
151 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.