CFO4Life Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

CFO4Life 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	–	Sell	-5,325	Closed	-$400K	–	245
2026 Q1	$400K	Sell	5,325 -827	-13%	-$64.3K	0.06%	141
2025 Q4	$462K	Hold	6,152	–	–	0.07%	133
2025 Q3	$451K	Hold	6,152	–	–	0.07%	137
2025 Q2	$438K	Hold	6,152	–	–	0.07%	131
2025 Q1	$408K	Hold	6,152	–	–	0.07%	133
2024 Q4	$412K	Hold	6,152	–	–	0.07%	130
2024 Q3	$414K	Hold	6,152	–	–	0.07%	130
2024 Q2	$391K	Hold	6,152	–	–	0.07%	130
2024 Q1	$372K	Hold	6,152	–	–	0.07%	134
2023 Q4	$333K	Hold	6,152	–	–	0.06%	131
2023 Q3	$308K	Hold	6,152	–	–	0.07%	121
2023 Q2	$310K	Hold	6,152	–	–	0.07%	131
2023 Q1	$291K	Hold	6,152	–	–	0.07%	127
2022 Q4	$271K	Buy	6,152 +827	+16%	+$36.1K	0.06%	141
2022 Q3	$212K	Hold	5,325	–	–	0.06%	131
2022 Q2	$226K	Hold	5,325	–	–	0.06%	130
2022 Q1	$266K	Hold	5,325	–	–	0.06%	126
2021 Q4	$283K	Hold	5,325	–	–	0.06%	123
2021 Q3	$259K	Hold	5,325	–	–	0.06%	123
2021 Q2	$259K	Hold	5,325	–	–	0.06%	120
2021 Q1	$236K	Hold	5,325	–	–	0.06%	129
2020 Q4	$224K	Hold	5,325	–	–	0.06%	130
2020 Q3	$206K	Buy	+5,325	New	+$201K	0.07%	120

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

CFO4Life Group's SPHQ Position: Q2 2026 in Review

CFO4Life Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 5,325 shares — an estimated $400K sold.

CFO4Life Group first reported a position in SPHQ in Q3 2020 and held it in 23 quarters. The position peaked at $462K in Q4 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

CFO4Life Group reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
CFO4Life Group sold 5,325 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $400K.
CFO4Life Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2020 and held it in 23 quarters.
CFO4Life Group's Invesco S&P 500 Quality ETF position peaked at $462K in Q4 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.