Arrowroot Family Office’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Arrowroot Family Office’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	$572K	Buy	6,347 +15	+0.2%	+$1.25K	0.16%	107
2026 Q1	$476K	Buy	6,332 +24	+0.4%	+$1.87K	0.16%	102
2025 Q4	$473K	Buy	6,308 +16	+0.3%	+$1.19K	0.17%	90
2025 Q3	$461K	Buy	6,292 +288	+5%	+$20.8K	0.18%	87
2025 Q2	$428K	Buy	+6,004	New	+$406K	0.19%	88
2024 Q4	$459K	Buy	6,853 +654	+11%	+$44.3K	0.24%	84
2024 Q3	$417K	Buy	6,199 +486	+9%	+$31.6K	0.24%	82
2024 Q2	$363K	Hold	5,713	–	–	0.23%	89
2024 Q1	$345K	Buy	5,713 +206	+4%	+$11.8K	0.22%	93
2023 Q4	$298K	Sell	5,507 -2,238	-29%	-$115K	0.21%	100
2023 Q3	$388K	Sell	7,745 -3,671	-32%	-$188K	0.31%	80
2023 Q2	$576K	Buy	11,416 +3,228	+39%	+$155K	0.44%	62
2023 Q1	$387K	Buy	+8,188	New	+$374K	0.33%	78

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

Arrowroot Family Office's SPHQ Position: Q2 2026 in Review

Arrowroot Family Office increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.24% in Q2 2026, buying an estimated $1.25K and bringing the position to 6,347 shares worth $572K. The position accounts for 0.16% of the portfolio, ranked #107.

Arrowroot Family Office first reported a position in SPHQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $576K in Q2 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Arrowroot Family Office held 6,347 shares of Invesco S&P 500 Quality ETF worth $572K as of Q2 2026.
Arrowroot Family Office bought 15 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.25K.
Invesco S&P 500 Quality ETF made up 0.16% of Arrowroot Family Office's portfolio in Q2 2026, its #107 holding.
Arrowroot Family Office first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Invesco S&P 500 Quality ETF position peaked at $576K in Q2 2023.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.