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

Advisornet Financial’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	$180	Hold	2	–	–	﹤0.01%	2172
2026 Q1	$150	Buy	+2	New	+$156	﹤0.01%	2179
2024 Q4	–	Sell	-1,839	Closed	-$124K	–	2243
2024 Q3	$124K	Hold	1,839	–	–	0.01%	643
2024 Q2	$117K	Hold	1,839	–	–	0.01%	595
2024 Q1	$111K	Hold	1,839	–	–	0.01%	609
2023 Q4	$99.5K	Sell	1,839 -830	-31%	-$42.7K	0.01%	644
2023 Q3	$134K	Hold	2,669	–	–	0.01%	536
2023 Q2	$135K	Buy	+2,669	New	+$129K	0.01%	568
2022 Q4	–	Sell	-1,514	Closed	-$60K	–	2484
2022 Q3	$60K	Buy	1,514 +14	+0.9%	+$614	0.01%	800
2022 Q2	$63K	Buy	1,500 +229	+18%	+$10.5K	0.01%	805
2022 Q1	$63K	Sell	1,271 -196	-13%	-$9.88K	﹤0.01%	889
2021 Q4	$78K	Buy	1,467 +5	+0.3%	+$258	﹤0.01%	886
2021 Q3	$71K	Sell	1,462 -231	-14%	-$11.5K	﹤0.01%	900
2021 Q2	$82K	Buy	1,693 +5	+0.3%	+$232	0.01%	838
2021 Q1	$75K	Buy	1,688 +7	+0.4%	+$302	0.01%	835
2020 Q4	$71K	Buy	1,681 +6	+0.4%	+$241	0.01%	787
2020 Q3	$65K	Buy	1,675 +7	+0.4%	+$265	0.01%	790
2020 Q2	$59K	Buy	1,668 +9	+0.5%	+$305	﹤0.01%	813
2020 Q1	$50K	Sell	1,659 -35	-2%	-$1.21K	﹤0.01%	793
2019 Q4	$62K	Buy	1,694 +7	+0.4%	+$244	0.01%	824
2019 Q3	$57K	Buy	1,687 +7	+0.4%	+$233	0.01%	854
2019 Q2	$56K	Buy	1,680 +275	+20%	+$8.98K	0.01%	777
2019 Q1	$45K	Buy	+1,405	New	+$42.7K	0.01%	761

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

Advisornet Financial's SPHQ Position: Q2 2026 in Review

Advisornet Financial held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 2 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Advisornet Financial first reported a position in SPHQ in Q1 2019 and has held it in 23 quarters since. The position peaked at $135K in Q2 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Advisornet Financial held 2 shares of Invesco S&P 500 Quality ETF worth $180 as of Q2 2026.
Advisornet Financial left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2172 holding.
Advisornet Financial first reported a position in Invesco S&P 500 Quality ETF in Q1 2019 and has held it in 23 quarters since.
Advisornet Financial's Invesco S&P 500 Quality ETF position peaked at $135K in Q2 2023.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.