Chicago Partners Investment Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Chicago Partners Investment 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	$1.97M	Buy	23,118 +1,824	+9%	+$152K	0.04%	373
2026 Q1	$1.71M	Sell	21,294 -2,375	-10%	-$185K	0.04%	374
2025 Q4	$1.82M	Buy	23,669 +12,731	+116%	+$945K	0.04%	310
2025 Q3	$816K	Buy	10,938 +608	+6%	+$43.9K	0.02%	488
2025 Q2	$749K	Buy	10,330 +1,313	+15%	+$88.8K	0.02%	468
2025 Q1	$606K	Buy	+9,017	New	+$618K	0.02%	466

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

Chicago Partners Investment Group's SPHQ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8.6% in Q2 2026, buying an estimated $152K and bringing the position to 23,118 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #373.

Chicago Partners Investment 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.

Chicago Partners Investment Group held 23,118 shares of Invesco S&P 500 Quality ETF worth $1.97M as of Q2 2026.
Chicago Partners Investment Group bought 1,824 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $152K.
Invesco S&P 500 Quality ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #373 holding.
Chicago Partners Investment 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.