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Commonwealth Financial Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Commonwealth Financial Services’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 		$424K Sell
4,710
-1,090
-19% -$90.6K 0.06% 165
2026
Q1 		$436K Buy
5,800
+1
+0% +$78 0.07% 131
2025
Q4 		$435K Sell
5,799
-815
-12% -$60.5K 0.07% 135
2025
Q3 		$485K Sell
6,614
-2,197
-25% -$159K 0.08% 121
2025
Q2 		$628K Buy
+8,811
New +$596K 0.12% 97

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Commonwealth Financial Services's SPHQ Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 19% in Q2 2026, selling an estimated $90.6K and leaving 4,710 shares worth $424K. The position accounts for 0.06% of the portfolio, ranked #165.

Commonwealth Financial Services first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $628K in Q2 2025. 125 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Commonwealth Financial Services held 4,710 shares of Invesco S&P 500 Quality ETF worth $424K as of Q2 2026.
  • Commonwealth Financial Services sold 1,090 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $90.6K.
  • Invesco S&P 500 Quality ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #165 holding.
  • Commonwealth Financial Services first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • Commonwealth Financial Services's Invesco S&P 500 Quality ETF position peaked at $628K in Q2 2025.
  • 125 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.