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

Citizens Financial 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	21,827 +7,792	+56%	+$648K	0.02%	306
2026 Q1	$1.06M	Sell	14,035 -3,440	-20%	-$267K	0.01%	381
2025 Q4	$1.31M	Sell	17,475 -11,018	-39%	-$818K	0.02%	342
2025 Q3	$2.09M	Buy	28,493 +1,113	+4%	+$80.3K	0.03%	277
2025 Q2	$1.95M	Buy	27,380 +6,828	+33%	+$462K	0.03%	260
2025 Q1	$1.36M	Buy	20,552 +17,101	+496%	+$1.17M	0.03%	276
2024 Q4	$231K	Hold	3,451	–	–	﹤0.01%	524
2024 Q3	$232K	Sell	3,451 -10	-0.3%	-$650	﹤0.01%	509
2024 Q2	$220K	Buy	+3,461	New	+$211K	﹤0.01%	500

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

Citizens Financial Group's SPHQ Position: Q2 2026 in Review

Citizens Financial Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 56% in Q2 2026, buying an estimated $648K and bringing the position to 21,827 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #306.

Citizens Financial Group first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Citizens Financial Group held 21,827 shares of Invesco S&P 500 Quality ETF worth $1.97M as of Q2 2026.
Citizens Financial Group bought 7,792 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $648K.
Invesco S&P 500 Quality ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #306 holding.
Citizens Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
Citizens Financial Group's Invesco S&P 500 Quality ETF position peaked at $2.09M in Q3 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.