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

Activest 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 		– Sell
-1
Closed -$44 – 1486
2026
Q1 		$44 Hold
1
– – ﹤0.01% 1183
2025
Q4 		$44 Hold
1
– – ﹤0.01% 1088
2025
Q3 		$43 Sell
1
-9,464
-100% -$683K ﹤0.01% 1091
2025
Q2 		$674K Buy
+9,465
New +$640K 0.16% 57

Other funds holding SPHQ

CCWA
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
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Activest Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 1 share — an estimated $44 sold.

Activest Wealth Management first reported a position in SPHQ in Q2 2025 and held it in 4 quarters. The position peaked at $674K in Q2 2025. 312 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Activest Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1 Invesco S&P 500 Quality ETF share in Q2 2026, an estimated $44.
  • Activest Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and held it in 4 quarters.
  • Activest Wealth Management's Invesco S&P 500 Quality ETF position peaked at $674K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.