Centerpoint Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Centerpoint Advisory Group’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	$3.04M	Buy	33,731 +8,942	+36%	+$743K	1.93%	16
2026 Q1	$1.86M	Buy	24,789 +5,530	+29%	+$430K	1.4%	26
2025 Q4	$1.45M	Buy	19,259 +3,615	+23%	+$268K	1.11%	26
2025 Q3	$1.15M	Buy	15,644 +4,870	+45%	+$352K	0.89%	28
2025 Q2	$768K	Buy	10,774 +1,625	+18%	+$110K	0.67%	43
2025 Q1	$607K	Buy	+9,149	New	+$627K	0.6%	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 22.96% 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

Centerpoint Advisory Group's SPHQ Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 36% in Q2 2026, buying an estimated $743K and bringing the position to 33,731 shares worth $3.04M. The position accounts for 1.93% of the portfolio, ranked #16.

Centerpoint Advisory Group first reported a position in SPHQ in Q1 2025 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Centerpoint Advisory Group held 33,731 shares of Invesco S&P 500 Quality ETF worth $3.04M as of Q2 2026.
Centerpoint Advisory Group bought 8,942 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $743K.
Invesco S&P 500 Quality ETF made up 1.93% of Centerpoint Advisory Group's portfolio in Q2 2026, its #16 holding.
Centerpoint Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 6 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.