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

Ancora 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	$42.8K	Buy	475 +1	+0.2%	+$83	﹤0.01%	1102
2026 Q1	$35.6K	Buy	474 +2	+0.4%	+$156	﹤0.01%	1291
2025 Q4	$35.4K	Buy	472 +1	+0.2%	+$74	﹤0.01%	1273
2025 Q3	$34.5K	Buy	+471	New	+$34K	﹤0.01%	1113
2025 Q1	–	Sell	-4,268	Closed	-$286K	–	1880
2024 Q4	$286K	Hold	4,268	–	–	0.01%	632
2024 Q3	$287K	Buy	+4,268	New	+$277K	0.01%	618
2021 Q2	–	Sell	-57	Closed	-$3K	–	2002
2021 Q1	$3K	Buy	+57	New	+$2.46K	﹤0.01%	1611

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

Ancora Advisors's SPHQ Position: Q2 2026 in Review

Ancora Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.21% in Q2 2026, buying an estimated $83 and bringing the position to 475 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Ancora Advisors first reported a position in SPHQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $287K in Q3 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Ancora Advisors held 475 shares of Invesco S&P 500 Quality ETF worth $42.8K as of Q2 2026.
Ancora Advisors bought 1 Invesco S&P 500 Quality ETF share in Q2 2026, an estimated $83.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1102 holding.
Ancora Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and has held it in 7 quarters since.
Ancora Advisors's Invesco S&P 500 Quality ETF position peaked at $287K in Q3 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.