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

Apollon Wealth Management’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	$290K	Sell	3,218 -1,182	-27%	-$98.3K	﹤0.01%	1293
2026 Q1	$331K	Buy	4,400 +452	+11%	+$35.1K	0.01%	1062
2025 Q4	$296K	Buy	+3,948	New	+$293K	0.01%	1064
2025 Q2	–	Sell	-4,988	Closed	-$331K	–	1319
2025 Q1	$331K	Buy	+4,988	New	+$342K	0.01%	924
2023 Q3	–	Sell	-27,690	Closed	-$1.4M	–	986
2023 Q2	$1.4M	Buy	+27,690	New	+$1.33M	0.07%	302

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 Wealth Management's SPHQ Position: Q2 2026 in Review

Apollon Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 27% in Q2 2026, selling an estimated $98.3K and leaving 3,218 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Apollon Wealth Management first reported a position in SPHQ in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2023. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Apollon Wealth Management held 3,218 shares of Invesco S&P 500 Quality ETF worth $290K as of Q2 2026.
Apollon Wealth Management sold 1,182 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $98.3K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1293 holding.
Apollon Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and has held it in 5 quarters since.
Apollon Wealth Management's Invesco S&P 500 Quality ETF position peaked at $1.4M in Q2 2023.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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