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
Q2 		$248K Sell
2,752
-89
-3% -$7.4K 0.11% 52
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 $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Chokshi & Queen Wealth Advisors's SPHQ Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.1% in Q2 2026, selling an estimated $7.4K and leaving 2,752 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #52.

Chokshi & Queen Wealth Advisors first reported a position in SPHQ in Q3 2025 and has held it in 3 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 2,752 shares of Invesco S&P 500 Quality ETF worth $248K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors sold 89 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $7.4K.
  • Invesco S&P 500 Quality ETF made up 0.11% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.