Access Financial Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Access Financial Services’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	$314K	Buy	+3,488	New	+$290K	0.1%	90

Other funds holding SPHQ

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

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Access Financial Services's SPHQ Position: Q2 2026 in Review

Access Financial Services opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 3,488 shares worth $314K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings.

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

Access Financial Services held 3,488 shares of Invesco S&P 500 Quality ETF worth $314K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Access Financial Services position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.1% of Access Financial Services's portfolio in Q2 2026, its #90 holding.
123 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.