Avantax Planning Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Avantax Planning Partners’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	$211K	Buy	+2,337	New	+$194K	0.01%	435
2021 Q2	–	Sell	-7,960	Closed	-$353K	–	343
2021 Q1	$353K	Buy	7,960 +326	+4%	+$14.1K	0.02%	220
2020 Q4	$321K	Buy	+7,634	New	+$307K	0.02%	210
2018 Q4	–	Sell	-2,310	Closed	-$76K	–	1057
2018 Q3	$76K	Buy	+2,310	New	+$73.1K	0.01%	396

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

Avantax Planning Partners's SPHQ Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,337 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in SPHQ as recently as Q1 2021.

Avantax Planning Partners first reported a position in SPHQ in Q3 2018 and has held it in 4 quarters since. The position peaked at $353K in Q1 2021. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Avantax Planning Partners held 2,337 shares of Invesco S&P 500 Quality ETF worth $211K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Avantax Planning Partners position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #435 holding.
Avantax Planning Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2018 and has held it in 4 quarters since.
Avantax Planning Partners's Invesco S&P 500 Quality ETF position peaked at $353K in Q1 2021.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.