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Advyzon Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Advyzon Investment 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 		$696K Buy
7,730
+4,286
+124% +$356K 0.05% 362
2026
Q1 		$259K Buy
+3,444
New +$268K 0.02% 590

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Advyzon Investment Management's SPHQ Position: Q2 2026 in Review

Advyzon Investment Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 124% in Q2 2026, buying an estimated $356K and bringing the position to 7,730 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #362.

Advyzon Investment Management first reported a position in SPHQ in Q1 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Advyzon Investment Management held 7,730 shares of Invesco S&P 500 Quality ETF worth $696K as of Q2 2026.
  • Advyzon Investment Management bought 4,286 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $356K.
  • Invesco S&P 500 Quality ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #362 holding.
  • Advyzon Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.