5T Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

5T Wealth’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	$1.31M	Buy	14,539 +326	+2%	+$27.1K	0.49%	58
2026 Q1	$1.07M	Sell	14,213 -129	-0.9%	-$10K	0.42%	59
2025 Q4	$1.08M	Sell	14,342 -2,156	-13%	-$160K	0.43%	58
2025 Q3	$1.21M	Buy	16,498 +2	+0%	+$144	0.53%	52
2025 Q2	$1.18M	Sell	16,496 -10,773	-40%	-$729K	0.56%	46
2025 Q1	$1.81M	Buy	27,269 +43	+0.2%	+$2.95K	0.97%	34
2024 Q4	$1.83M	Buy	+27,226	New	+$1.85M	1%	31

Other funds holding SPHQ

CCWA

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

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

5T Wealth's SPHQ Position: Q2 2026 in Review

5T Wealth increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 14,539 shares worth $1.31M. The position accounts for 0.49% of the portfolio, ranked #58.

5T Wealth first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.83M in Q4 2024. 291 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

5T Wealth held 14,539 shares of Invesco S&P 500 Quality ETF worth $1.31M as of Q2 2026.
5T Wealth bought 326 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $27.1K.
Invesco S&P 500 Quality ETF made up 0.49% of 5T Wealth's portfolio in Q2 2026, its #58 holding.
5T Wealth first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's Invesco S&P 500 Quality ETF position peaked at $1.83M in Q4 2024.
291 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.