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Allen Capital Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Allen Capital 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
Q2 		$207K Buy
+2,300
New +$191K 0.02% 304

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

Allen Capital Group's SPHQ Position: Q2 2026 in Review

Allen Capital Group opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,300 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

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

  • Allen Capital Group held 2,300 shares of Invesco S&P 500 Quality ETF worth $207K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Allen Capital Group position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #304 holding.
  • 286 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.