Commonwealth Financial Services
SPHQ icon

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
Q3 		$345K Sell
4,102
-608
-13% -$52K 0.06% 163
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Union Savings Bank
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Commonwealth Financial Services's SPHQ Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 13% in Q3 2026, selling an estimated $52K and leaving 4,102 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #163.

Commonwealth Financial Services first reported a position in SPHQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $628K in Q2 2025. 307 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Commonwealth Financial Services held 4,102 shares of Invesco S&P 500 Quality ETF worth $345K as of Q3 2026.
  • Commonwealth Financial Services sold 608 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $52K.
  • Invesco S&P 500 Quality ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q3 2026, its #163 holding.
  • Commonwealth Financial Services first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 6 quarters since.
  • Commonwealth Financial Services's Invesco S&P 500 Quality ETF position peaked at $628K in Q2 2025.
  • 307 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.