Benjamin Edwards Inc’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Benjamin Edwards Inc’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	$1.22M	Buy	13,555 +1,077	+9%	+$89.5K	0.01%	734
2026 Q1	$940K	Buy	12,478 +685	+6%	+$53.3K	0.01%	783
2025 Q4	$886K	Sell	11,793 -44	-0.4%	-$3.27K	0.01%	752
2025 Q3	$869K	Buy	+11,837	New	+$854K	0.01%	740
2020 Q3	–	Sell	-16,731	Closed	-$592K	–	386
2020 Q2	$592K	Buy	16,731 +8,677	+108%	+$294K	0.49%	70
2020 Q1	$241K	Buy	8,054 +335	+4%	+$11.6K	0.25%	113
2019 Q4	$282K	Buy	+7,719	New	+$269K	0.58%	45

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 22.9% 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

Benjamin Edwards Inc's SPHQ Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8.6% in Q2 2026, buying an estimated $89.5K and bringing the position to 13,555 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #734.

Benjamin Edwards Inc first reported a position in SPHQ in Q4 2019 and has held it in 7 quarters since. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Benjamin Edwards Inc held 13,555 shares of Invesco S&P 500 Quality ETF worth $1.22M as of Q2 2026.
Benjamin Edwards Inc bought 1,077 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $89.5K.
Invesco S&P 500 Quality ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #734 holding.
Benjamin Edwards Inc first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and has held it in 7 quarters since.
826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.