Aspire Capital Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Aspire Capital 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	–	Sell	-3,080	Closed	-$232K	–	143
2026 Q1	$232K	Sell	3,080 -66	-2%	-$5.13K	0.05%	108
2025 Q4	$236K	Sell	3,146 -2,117	-40%	-$157K	0.06%	104
2025 Q3	$386K	Sell	5,263 -3,952	-43%	-$285K	0.1%	79
2025 Q2	$657K	Sell	9,215 -8,634	-48%	-$584K	0.18%	54
2025 Q1	$1.18M	Sell	17,849 -9,901	-36%	-$678K	0.35%	40
2024 Q4	$1.86M	Sell	27,750 -906	-3%	-$61.4K	0.53%	35
2024 Q3	$1.93M	Buy	+28,656	New	+$1.86M	0.57%	33

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

Aspire Capital Advisors's SPHQ Position: Q2 2026 in Review

Aspire Capital Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 3,080 shares — an estimated $232K sold.

Aspire Capital Advisors first reported a position in SPHQ in Q3 2024 and held it in 7 quarters. The position peaked at $1.93M in Q3 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Aspire Capital Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
Aspire Capital Advisors sold 3,080 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $232K.
Aspire Capital Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and held it in 7 quarters.
Aspire Capital Advisors's Invesco S&P 500 Quality ETF position peaked at $1.93M in Q3 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.