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

Aprio 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 		$203K Buy
+2,250
New +$187K 0.01% 621

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Aprio Wealth Management's SPHQ Position: Q2 2026 in Review

Aprio Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,250 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings.

383 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Aprio Wealth Management held 2,250 shares of Invesco S&P 500 Quality ETF worth $203K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Aprio Wealth Management position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #621 holding.
  • 383 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.