Beacon Bridge Wealth Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Beacon Bridge Wealth 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	$899K	Buy	9,973 +26	+0.3%	+$2.16K	0.26%	65
2026 Q1	$748K	Buy	9,947 +419	+4%	+$32.6K	0.25%	62
2025 Q4	$715K	Sell	9,528 -830	-8%	-$61.6K	0.24%	66
2025 Q3	$759K	Buy	10,358 +184	+2%	+$13.3K	0.27%	55
2025 Q2	$725K	Buy	10,174 +950	+10%	+$64.2K	0.29%	50
2025 Q1	$612K	Buy	9,224 +3,013	+49%	+$206K	0.26%	57
2024 Q4	$416K	Buy	6,211 +449	+8%	+$30.4K	0.18%	67
2024 Q3	$388K	Buy	+5,762	New	+$374K	0.17%	64

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

Beacon Bridge Wealth Partners's SPHQ Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.26% in Q2 2026, buying an estimated $2.16K and bringing the position to 9,973 shares worth $899K. The position accounts for 0.26% of the portfolio, ranked #65.

Beacon Bridge Wealth Partners first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Beacon Bridge Wealth Partners held 9,973 shares of Invesco S&P 500 Quality ETF worth $899K as of Q2 2026.
Beacon Bridge Wealth Partners bought 26 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.16K.
Invesco S&P 500 Quality ETF made up 0.26% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #65 holding.
Beacon Bridge Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.