CQWA
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Chokshi & Queen Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Chokshi & Queen Wealth Advisors’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
Q1 		$214K Buy
+2,841
New +$221K 0.11% 61
2025
Q4 		– Sell
-2,815
Closed -$206K – 56
2025
Q3 		$206K Buy
+2,815
New +$203K 0.11% 58

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's SPHQ Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 2,841 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #61 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in SPHQ as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in SPHQ in Q3 2025 and has held it in 2 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 2,841 shares of Invesco S&P 500 Quality ETF worth $214K as of Q1 2026.
  • Invesco S&P 500 Quality ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
  • Invesco S&P 500 Quality ETF made up 0.11% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 2 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.