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Advisory Solutions Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Advisory Solutions Group’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
Q3 		$580K Sell
6,903
-15,183
-69% -$1.3M 0.12% 153
2026
Q2 		$1.99M Buy
+22,086
New +$1.84M 0.68% 41

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Advisory Solutions Group's SPHQ Position: Q3 2026 in Review

Advisory Solutions Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 69% in Q3 2026, selling an estimated $1.3M and leaving 6,903 shares worth $580K. The position accounts for 0.12% of the portfolio, ranked #153.

Advisory Solutions Group first reported a position in SPHQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.99M in Q2 2026. 708 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Advisory Solutions Group held 6,903 shares of Invesco S&P 500 Quality ETF worth $580K as of Q3 2026.
  • Advisory Solutions Group sold 15,183 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $1.3M.
  • Invesco S&P 500 Quality ETF made up 0.12% of Advisory Solutions Group's portfolio in Q3 2026, its #153 holding.
  • Advisory Solutions Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's Invesco S&P 500 Quality ETF position peaked at $1.99M in Q2 2026.
  • 708 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.