Ameritas Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ameritas Advisory Services’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	$6.86M	Buy	76,179 +64,220	+537%	+$5.34M	0.14%	148
2026 Q1	$899K	Sell	11,959 -1,278	-10%	-$99.4K	0.03%	409
2025 Q4	$993K	Sell	13,237 -4,557	-26%	-$338K	0.04%	375
2025 Q3	$1.3M	Sell	17,794 -43,085	-71%	-$3.11M	0.09%	201
2025 Q2	$4.34M	Sell	60,879 -21,576	-26%	-$1.46M	0.23%	94
2025 Q1	$5.48M	Buy	82,455 +14,623	+22%	+$1M	0.22%	104
2024 Q4	$4.55M	Buy	67,832 +454	+0.7%	+$30.8K	0.16%	131
2024 Q3	$4.53M	Buy	67,378 +34,331	+104%	+$2.23M	0.2%	119
2024 Q2	$2.1M	Buy	33,047 +15,158	+85%	+$924K	0.08%	242
2024 Q1	$1.06M	Buy	17,889 +10,925	+157%	+$626K	0.04%	367
2023 Q4	$386K	Buy	6,964 +1,485	+27%	+$76.3K	0.02%	487
2023 Q3	$276K	Buy	+5,479	New	+$281K	0.01%	652
2023 Q2	–	Sell	-1,341	Closed	-$64K	–	2246
2023 Q1	$64K	Buy	+1,341	New	+$61.3K	﹤0.01%	1174
2022 Q2	–	Sell	-38,167	Closed	-$1.91M	–	856
2022 Q1	$1.91M	Buy	+38,167	New	+$1.92M	0.07%	220

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

Ameritas Advisory Services's SPHQ Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 537% in Q2 2026, buying an estimated $5.34M and bringing the position to 76,179 shares worth $6.86M. The position accounts for 0.14% of the portfolio, ranked #148.

Ameritas Advisory Services first reported a position in SPHQ in Q1 2022 and has held it in 14 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Ameritas Advisory Services held 76,179 shares of Invesco S&P 500 Quality ETF worth $6.86M as of Q2 2026.
Ameritas Advisory Services bought 64,220 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $5.34M.
Invesco S&P 500 Quality ETF made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #148 holding.
Ameritas Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 14 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.