Action Point Financial Planning’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Action Point Financial Planning’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	$291K	Buy	+3,232	New	+$269K	0.03%	367

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

Action Point Financial Planning's SPHQ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 3,232 shares worth $291K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings.

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

Action Point Financial Planning held 3,232 shares of Invesco S&P 500 Quality ETF worth $291K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #367 holding.
821 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.