Coppell Advisory Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Coppell Advisory Solutions’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	$1.37M	Buy	+91	New	+$7.56K	0.11%	155
2025 Q3	–	Sell	-11,834	Closed	-$838K	–	415
2025 Q2	$838K	Sell	11,834 -8,158	-41%	-$552K	0.1%	175
2025 Q1	$1.32M	Buy	19,992 +19,581	+4,764%	+$1.34M	0.18%	125
2024 Q4	$27.6K	Buy	411 +27	+7%	+$1.83K	﹤0.01%	759
2024 Q3	$25.8K	Buy	+384	New	+$25K	﹤0.01%	763
2023 Q2	–	Sell	-18,512	Closed	-$867K	–	1445
2023 Q1	$867K	Buy	+18,512	New	+$846K	0.28%	89

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

Coppell Advisory Solutions's SPHQ Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 91 shares worth $1.37M. The stake represents 0.11% of the portfolio and ranks #155 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SPHQ as recently as Q2 2025.

Coppell Advisory Solutions first reported a position in SPHQ in Q1 2023 and has held it in 6 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Coppell Advisory Solutions held 91 shares of Invesco S&P 500 Quality ETF worth $1.37M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Coppell Advisory Solutions position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.11% of Coppell Advisory Solutions's portfolio in Q2 2026, its #155 holding.
Coppell Advisory Solutions first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 6 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.