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Atomi Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Atomi Financial Group’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 		$1.32M Buy
14,676
+874
+6% +$72.7K 0.03% 381
2026
Q1 		$1.04M Sell
13,802
-754
-5% -$58.6K 0.03% 428
2025
Q4 		$1.09M Buy
14,556
+138
+1% +$10.2K 0.03% 386
2025
Q3 		$1.06M Sell
14,418
-207
-1% -$14.9K 0.03% 358
2025
Q2 		$1.04M Sell
14,625
-2,722
-16% -$184K 0.04% 327
2025
Q1 		$1.15M Buy
17,347
+12,468
+256% +$854K 0.05% 271
2024
Q4 		$327K Buy
4,879
+42
+0.9% +$2.85K 0.02% 679
2024
Q3 		$325K Buy
4,837
+1,312
+37% +$85.3K 0.02% 635
2024
Q2 		$224K Sell
3,525
-2,159
-38% -$132K 0.02% 697
2024
Q1 		$343K Buy
5,684
+1,470
+35% +$84.2K 0.03% 483
2023
Q4 		$228K Sell
4,214
-827
-16% -$42.5K 0.03% 500
2023
Q3 		$252K Buy
+5,041
New +$258K 0.08% 282

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Atomi Financial Group's SPHQ Position: Q2 2026 in Review

Atomi Financial Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 6.3% in Q2 2026, buying an estimated $72.7K and bringing the position to 14,676 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #381.

Atomi Financial Group first reported a position in SPHQ in Q3 2023 and has held it in 12 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Atomi Financial Group held 14,676 shares of Invesco S&P 500 Quality ETF worth $1.32M as of Q2 2026.
  • Atomi Financial Group bought 874 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $72.7K.
  • Invesco S&P 500 Quality ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #381 holding.
  • Atomi Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 12 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.