Alta Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Alta Wealth Advisors’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	$807K	Buy	8,962 +8	+0.1%	+$665	0.22%	83
2026 Q1	$673K	Buy	8,954 +12	+0.1%	+$933	0.22%	87
2025 Q4	$671K	Buy	8,942 +10	+0.1%	+$743	0.22%	84
2025 Q3	$655K	Buy	+8,932	New	+$645K	0.23%	71
2025 Q2	–	Sell	-9,615	Closed	-$638K	–	146
2025 Q1	$638K	Buy	9,615 +10	+0.1%	+$685	0.29%	64
2024 Q4	$644K	Buy	9,605 +190	+2%	+$12.9K	0.28%	68
2024 Q3	$633K	Buy	9,415 +9	+0.1%	+$585	0.29%	74
2024 Q2	$598K	Buy	9,406 +9	+0.1%	+$549	0.3%	71
2024 Q1	$568K	Buy	9,397 +96	+1%	+$5.5K	0.29%	74
2023 Q4	$503K	Buy	9,301 +3,173	+52%	+$163K	0.28%	81
2023 Q3	$307K	Sell	6,128 -710	-10%	-$36.4K	0.19%	106
2023 Q2	$345K	Sell	6,838 -127	-2%	-$6.12K	0.2%	109
2023 Q1	$330K	Hold	6,965	–	–	0.21%	115
2022 Q4	$306K	Sell	6,965 -708	-9%	-$30.9K	0.21%	120
2022 Q3	$305K	Hold	7,673	–	–	0.22%	116
2022 Q2	$322K	Buy	7,673 +101	+1%	+$4.64K	0.22%	114
2022 Q1	$378K	Buy	7,572 +173	+2%	+$8.72K	0.22%	115
2021 Q4	$394K	Hold	7,399	–	–	0.24%	113
2021 Q3	$359K	Hold	7,399	–	–	0.26%	113
2021 Q2	$360K	Buy	+7,399	New	+$344K	0.26%	114

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

Alta Wealth Advisors's SPHQ Position: Q2 2026 in Review

Alta Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.09% in Q2 2026, buying an estimated $665 and bringing the position to 8,962 shares worth $807K. The position accounts for 0.22% of the portfolio, ranked #83.

Alta Wealth Advisors first reported a position in SPHQ in Q2 2021 and has held it in 20 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Alta Wealth Advisors held 8,962 shares of Invesco S&P 500 Quality ETF worth $807K as of Q2 2026.
Alta Wealth Advisors bought 8 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $665.
Invesco S&P 500 Quality ETF made up 0.22% of Alta Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Alta Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 20 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.