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Baltimore-Washington Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Baltimore-Washington Financial 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 		$42.8M Buy
+475,171
New +$39.5M 1.6% 22

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

Baltimore-Washington Financial Advisors's SPHQ Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 475,171 shares worth $42.8M. The stake represents 1.6% of the portfolio and ranks #22 among its holdings.

823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 475,171 shares of Invesco S&P 500 Quality ETF worth $42.8M as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 1.6% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.