Apollon Financial’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Apollon Financial’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	$1.63M	Buy	18,110 +1,448	+9%	+$120K	0.19%	105
2026 Q1	$1.25M	Sell	16,662 -15	-0.1%	-$1.17K	0.17%	112
2025 Q4	$1.25M	Sell	16,677 -887	-5%	-$65.9K	0.18%	104
2025 Q3	$1.29M	Buy	17,564 +4	+0%	+$289	0.21%	93
2025 Q2	$1.25M	Sell	17,560 -622	-3%	-$42.1K	0.26%	84
2025 Q1	$1.21M	Sell	18,182 -1,504	-8%	-$103K	0.28%	82
2024 Q4	$1.32M	Buy	19,686 +246	+1%	+$16.7K	0.33%	69
2024 Q3	$1.31M	Sell	19,440 -594	-3%	-$38.6K	0.38%	55
2024 Q2	$1.27M	Buy	20,034 +856	+4%	+$52.2K	0.41%	51
2024 Q1	$1.16M	Buy	19,178 +107	+0.6%	+$6.13K	0.4%	54
2023 Q4	$1.03M	Buy	+19,071	New	+$980K	0.41%	52

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

Apollon Financial's SPHQ Position: Q2 2026 in Review

Apollon Financial increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8.7% in Q2 2026, buying an estimated $120K and bringing the position to 18,110 shares worth $1.63M. The position accounts for 0.19% of the portfolio, ranked #105.

Apollon Financial first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. 825 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Apollon Financial held 18,110 shares of Invesco S&P 500 Quality ETF worth $1.63M as of Q2 2026.
Apollon Financial bought 1,448 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 Quality ETF made up 0.19% of Apollon Financial's portfolio in Q2 2026, its #105 holding.
Apollon Financial first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
825 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.