Abound Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Abound Wealth Management’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	$17K	Sell	189 -276	-59%	-$22.9K	﹤0.01%	400
2026 Q1	$35K	Buy	465 +359	+339%	+$27.9K	0.01%	302
2025 Q4	$7.96K	Hold	106	–	–	﹤0.01%	549
2025 Q3	$7.77K	Hold	106	–	–	﹤0.01%	545
2025 Q2	$7.55K	Buy	+106	New	+$7.17K	﹤0.01%	491

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

Abound Wealth Management's SPHQ Position: Q2 2026 in Review

Abound Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 59% in Q2 2026, selling an estimated $22.9K and leaving 189 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Abound Wealth Management first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $35K in Q1 2026. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Abound Wealth Management held 189 shares of Invesco S&P 500 Quality ETF worth $17K as of Q2 2026.
Abound Wealth Management sold 276 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $22.9K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #400 holding.
Abound Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
Abound Wealth Management's Invesco S&P 500 Quality ETF position peaked at $35K in Q1 2026.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.