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

ARQ 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 Q1	$361K	Hold	4,805	–	–	0.07%	153
2025 Q4	$361K	Hold	4,805	–	–	0.1%	105
2025 Q3	$352K	Buy	4,805 +1,475	+44%	+$106K	0.1%	109
2025 Q2	$221K	Hold	3,330	–	–	0.08%	98
2025 Q1	$221K	Hold	3,330	–	–	0.08%	93
2024 Q4	$223K	Sell	3,330 -287	-8%	-$19.5K	0.08%	92
2024 Q3	$241K	Buy	3,617 +111	+3%	+$7.21K	0.09%	87
2024 Q2	$223K	Sell	3,506 -45	-1%	-$2.74K	0.1%	82
2024 Q1	$215K	Buy	+3,551	New	+$203K	0.09%	83

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARQ Wealth Advisors's SPHQ Position: Q1 2026 in Review

ARQ Wealth Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q1 2026 at 4,805 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #153.

ARQ Wealth Advisors first reported a position in SPHQ in Q1 2024 and has held it in 9 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

ARQ Wealth Advisors held 4,805 shares of Invesco S&P 500 Quality ETF worth $361K as of Q1 2026.
ARQ Wealth Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q1 2026.
Invesco S&P 500 Quality ETF made up 0.07% of ARQ Wealth Advisors's portfolio in Q1 2026, its #153 holding.
ARQ Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 9 quarters since.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.