AG
SPHQ icon

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

AmeriFlex 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 		$115K Buy
1,271
+3
+0.2% +$249 0.05% 311
2026
Q1 		$95.3K Sell
1,268
-2,777
-69% -$216K 0.05% 291
2025
Q4 		$304K Sell
4,045
-4,731
-54% -$351K 0.16% 126
2025
Q3 		$643K Buy
8,776
+8,076
+1,154% +$583K 0.24% 80
2025
Q2 		$49.2K Sell
700
-3,908
-85% -$264K 0.03% 385
2025
Q1 		$306K Buy
4,608
+581
+14% +$39.8K 0.13% 168
2024
Q4 		$281K Buy
+4,027
New +$273K 0.13% 153

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

AmeriFlex Group's SPHQ Position: Q2 2026 in Review

AmeriFlex Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.24% in Q2 2026, buying an estimated $249 and bringing the position to 1,271 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #311.

AmeriFlex Group first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $643K in Q3 2025. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • AmeriFlex Group held 1,271 shares of Invesco S&P 500 Quality ETF worth $115K as of Q2 2026.
  • AmeriFlex Group bought 3 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $249.
  • Invesco S&P 500 Quality ETF made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #311 holding.
  • AmeriFlex Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Invesco S&P 500 Quality ETF position peaked at $643K in Q3 2025.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.