Courier Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Courier Capital’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	$341K	Hold	3,782	–	–	0.02%	331
2026 Q1	$284K	Hold	3,782	–	–	0.02%	335
2025 Q4	$284K	Hold	3,782	–	–	0.02%	332
2025 Q3	$277K	Hold	3,782	–	–	0.02%	339
2025 Q2	$270K	Hold	3,782	–	–	0.02%	339
2025 Q1	$251K	Hold	3,782	–	–	0.02%	334
2024 Q4	$254K	Buy	3,782 +100	+3%	+$6.78K	0.02%	327
2024 Q3	$248K	Hold	3,682	–	–	0.02%	322
2024 Q2	$234K	Hold	3,682	–	–	0.02%	308
2024 Q1	$222K	Buy	+3,682	New	+$211K	0.02%	337

Other funds holding SPHQ

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $249M AUM

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Courier Capital's SPHQ Position: Q2 2026 in Review

Courier Capital held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,782 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #331.

Courier Capital first reported a position in SPHQ in Q1 2024 and has held it in 10 quarters since. 377 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Courier Capital held 3,782 shares of Invesco S&P 500 Quality ETF worth $341K as of Q2 2026.
Courier Capital left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #331 holding.
Courier Capital first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 10 quarters since.
377 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.