Bedel Financial Consulting’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bedel Financial Consulting’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	$504K	Sell	5,597 -37	-0.7%	-$3.08K	0.05%	175
2026 Q1	$424K	Hold	5,634	–	–	0.05%	183
2025 Q4	$423K	Hold	5,634	–	–	0.05%	178
2025 Q3	$413K	Hold	5,634	–	–	0.05%	184
2025 Q2	$401K	Hold	5,634	–	–	0.05%	175
2025 Q1	$375K	Buy	+5,634	New	+$386K	0.05%	173
2022 Q2	–	Sell	-757	Closed	-$38K	–	787
2022 Q1	$38K	Buy	+757	New	+$38.1K	0.01%	440

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

Bedel Financial Consulting's SPHQ Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.66% in Q2 2026, selling an estimated $3.08K and leaving 5,597 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #175.

Bedel Financial Consulting first reported a position in SPHQ in Q1 2022 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Bedel Financial Consulting held 5,597 shares of Invesco S&P 500 Quality ETF worth $504K as of Q2 2026.
Bedel Financial Consulting sold 37 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $3.08K.
Invesco S&P 500 Quality ETF made up 0.05% of Bedel Financial Consulting's portfolio in Q2 2026, its #175 holding.
Bedel Financial Consulting first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.