BRWA
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B. Riley Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

B. Riley Wealth 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 		$876K Buy
+9,863
New +$820K 0.05% 331
2025
Q4 		– Sell
-3,416
Closed -$250K – 1150
2025
Q3 		$250K Buy
+3,416
New +$247K 0.01% 794

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

B. Riley Wealth Advisors's SPHQ Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 9,863 shares worth $876K. The stake represents 0.05% of the portfolio and ranks #331 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in SPHQ as recently as Q3 2025.

B. Riley Wealth Advisors first reported a position in SPHQ in Q3 2025 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • B. Riley Wealth Advisors held 9,863 shares of Invesco S&P 500 Quality ETF worth $876K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new B. Riley Wealth Advisors position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #331 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.