Almanack Investment Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Almanack Investment Partners’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	$309K	Buy	+3,433	New	+$285K	0.04%	226
2022 Q1	–	Sell	-176,231	Closed	-$9.38M	–	527
2021 Q4	$9.38M	Buy	+176,231	New	+$9.09M	0.76%	27
2021 Q3	–	Sell	-177,964	Closed	-$8.65M	–	544
2021 Q2	$8.65M	Buy	+177,964	New	+$8.27M	0.83%	31
2020 Q1	–	Sell	-18,850	Closed	-$689K	–	298
2019 Q4	$689K	Buy	+18,850	New	+$656K	0.13%	81

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

Almanack Investment Partners's SPHQ Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 3,433 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #226 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in SPHQ as recently as Q4 2021.

Almanack Investment Partners first reported a position in SPHQ in Q4 2019 and has held it in 4 quarters since. The position peaked at $9.38M in Q4 2021. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Almanack Investment Partners held 3,433 shares of Invesco S&P 500 Quality ETF worth $309K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Almanack Investment Partners position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.04% of Almanack Investment Partners's portfolio in Q2 2026, its #226 holding.
Almanack Investment Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and has held it in 4 quarters since.
Almanack Investment Partners's Invesco S&P 500 Quality ETF position peaked at $9.38M in Q4 2021.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.