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Axxcess Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Axxcess Wealth Management’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 		$897K Buy
+9,959
New +$828K 0.01% 557
2026
Q1 		– Sell
-10,916
Closed -$819K – 912
2025
Q4 		$819K Sell
10,916
-1,552
-12% -$115K 0.01% 554
2025
Q3 		$914K Buy
12,468
+181
+1% +$13.1K 0.02% 464
2025
Q2 		$876K Sell
12,287
-882
-7% -$59.6K 0.02% 461
2025
Q1 		$874K Buy
13,169
+7
+0.1% +$480 0.02% 423
2024
Q4 		$882K Sell
13,162
-176
-1% -$11.9K 0.02% 425
2024
Q3 		$897K Sell
13,338
-1,006
-7% -$65.4K 0.02% 413
2024
Q2 		$911K Sell
14,344
-461
-3% -$28.1K 0.02% 392
2024
Q1 		$895K Sell
14,805
-395
-3% -$22.6K 0.02% 400
2023
Q4 		$822K Sell
15,200
-410
-3% -$21.1K 0.02% 397
2023
Q3 		$781K Buy
+15,610
New +$800K 0.03% 360

Other funds holding SPHQ

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Axxcess Wealth Management's SPHQ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 9,959 shares worth $897K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPHQ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPHQ in Q3 2023 and has held it in 11 quarters since. The position peaked at $914K in Q3 2025. 489 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Axxcess Wealth Management held 9,959 shares of Invesco S&P 500 Quality ETF worth $897K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #557 holding.
  • Axxcess Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 11 quarters since.
  • Axxcess Wealth Management's Invesco S&P 500 Quality ETF position peaked at $914K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.