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

Arkadios Wealth 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	$460K	Buy	5,108 +279	+6%	+$23.2K	0.01%	1169
2026 Q1	$363K	Buy	+4,829	New	+$375K	0.01%	1261
2023 Q3	–	Sell	-4,523	Closed	-$228K	–	743
2023 Q2	$228K	Sell	4,523 -978	-18%	-$47.1K	0.03%	529
2023 Q1	$260K	Buy	5,501 +155	+3%	+$7.09K	0.03%	480
2022 Q4	$235K	Buy	+5,346	New	+$233K	0.03%	469
2022 Q1	–	Sell	-3,875	Closed	-$206K	–	630
2021 Q4	$206K	Sell	3,875 -10	-0.3%	-$516	0.03%	553
2021 Q3	$188K	Buy	3,885 +2,940	+311%	+$147K	0.03%	520
2021 Q2	$45K	Buy	+945	New	+$43.9K	0.01%	965

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

Arkadios Wealth Advisors's SPHQ Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.8% in Q2 2026, buying an estimated $23.2K and bringing the position to 5,108 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #1169.

Arkadios Wealth Advisors first reported a position in SPHQ in Q2 2021 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Arkadios Wealth Advisors held 5,108 shares of Invesco S&P 500 Quality ETF worth $460K as of Q2 2026.
Arkadios Wealth Advisors bought 279 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $23.2K.
Invesco S&P 500 Quality ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1169 holding.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.