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Bellars Harris Wealth Management, LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bellars Harris Wealth Management, 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
Q2 		$5.86M Buy
+65,085
New +$5.41M 1.19% 39

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's SPHQ Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 65,085 shares worth $5.86M. The stake represents 1.19% of the portfolio and ranks #39 among its holdings.

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

  • Bellars Harris Wealth Management, LLC held 65,085 shares of Invesco S&P 500 Quality ETF worth $5.86M as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 1.19% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #39 holding.
  • 521 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.