BCU Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

BCU 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	$362K	Sell	4,020 -1,385	-26%	-$115K	0.12%	52
2026 Q1	$406K	Buy	5,405 +16	+0.3%	+$1.24K	0.15%	42
2025 Q4	$404K	Buy	5,389 +13	+0.2%	+$965	0.15%	40
2025 Q3	$394K	Buy	5,376 +13	+0.2%	+$938	0.16%	42
2025 Q2	$382K	Buy	5,363 +10	+0.2%	+$676	0.17%	41
2025 Q1	$355K	Buy	5,353 +13	+0.2%	+$891	0.18%	35
2024 Q4	$358K	Buy	5,340 +12	+0.2%	+$814	0.2%	37
2024 Q3	$358K	Buy	5,328 +11	+0.2%	+$715	0.21%	36
2024 Q2	$338K	Buy	5,317 +12	+0.2%	+$732	0.25%	36
2024 Q1	$321K	Buy	5,305 +15	+0.3%	+$859	0.27%	36
2023 Q4	$286K	Buy	+5,290	New	+$272K	0.31%	36

Other funds holding SPHQ

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 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

CWM

Clearview Wealth Management Irvine, California $156M AUM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

BCU Wealth Advisors's SPHQ Position: Q2 2026 in Review

BCU Wealth Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 26% in Q2 2026, selling an estimated $115K and leaving 4,020 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #52.

BCU Wealth Advisors first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $406K in Q1 2026. 164 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

BCU Wealth Advisors held 4,020 shares of Invesco S&P 500 Quality ETF worth $362K as of Q2 2026.
BCU Wealth Advisors sold 1,385 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $115K.
Invesco S&P 500 Quality ETF made up 0.12% of BCU Wealth Advisors's portfolio in Q2 2026, its #52 holding.
BCU Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
BCU Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $406K in Q1 2026.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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