Center for Financial Planning’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Center for Financial Planning’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	$53.8K	Hold	597	–	–	0.01%	309
2026 Q1	$44.9K	Hold	597	–	–	﹤0.01%	320
2025 Q4	$44.8K	Hold	597	–	–	﹤0.01%	312
2025 Q3	$43.8K	Hold	597	–	–	﹤0.01%	322
2025 Q2	$42.5K	Hold	597	–	–	﹤0.01%	314
2025 Q1	$39.6K	Hold	597	–	–	0.01%	301
2024 Q4	$40K	Hold	597	–	–	0.01%	291
2024 Q3	$40.2K	Hold	597	–	–	0.01%	278
2024 Q2	$37.9K	Hold	597	–	–	0.01%	269
2024 Q1	$36.1K	Hold	597	–	–	0.01%	277
2023 Q4	$32.3K	Hold	597	–	–	0.01%	268
2023 Q3	$29.9K	Hold	597	–	–	0.01%	263
2023 Q2	$30.1K	Hold	597	–	–	0.01%	282
2023 Q1	$28.3K	Hold	597	–	–	0.01%	271
2022 Q4	$26.3K	Hold	597	–	–	0.01%	275
2022 Q3	$24K	Hold	597	–	–	0.01%	283
2022 Q2	$25K	Hold	597	–	–	0.01%	279
2022 Q1	$30K	Hold	597	–	–	0.01%	276
2021 Q4	$32K	Hold	597	–	–	0.01%	274
2021 Q3	$29K	Hold	597	–	–	0.01%	275
2021 Q2	$29K	Hold	597	–	–	0.01%	275
2021 Q1	$26K	Buy	+597	New	+$25.8K	0.01%	278

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

Center for Financial Planning's SPHQ Position: Q2 2026 in Review

Center for Financial Planning held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 597 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #309.

Center for Financial Planning first reported a position in SPHQ in Q1 2021 and has held it in 22 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Center for Financial Planning held 597 shares of Invesco S&P 500 Quality ETF worth $53.8K as of Q2 2026.
Center for Financial Planning left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #309 holding.
Center for Financial Planning first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and has held it in 22 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.