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Alvarez & Marsal Private Wealth Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Alvarez & Marsal Private Wealth 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 		$85.4M Sell
948,378
-8,211
-0.9% -$683K 11.26% 1
2026
Q1 		$71.9M Buy
956,589
+182,252
+24% +$14.2M 10.1% 1
2025
Q4 		$58.1M Buy
+774,337
New +$57.5M 11.16% 3

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

Alvarez & Marsal Private Wealth Partners's SPHQ Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.86% in Q2 2026, selling an estimated $683K and leaving 948,378 shares worth $85.4M. The position accounts for 11.26% of the portfolio, ranked #1.

Alvarez & Marsal Private Wealth Partners first reported a position in SPHQ in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 948,378 shares of Invesco S&P 500 Quality ETF worth $85.4M as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 8,211 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $683K.
  • Invesco S&P 500 Quality ETF made up 11.26% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.