Curry Webb Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Curry Webb Wealth Management’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	$221K	Buy	+2,458	New	+$204K	0.09%	62
2026 Q1	–	Sell	-4,706	Closed	-$353K	–	66
2025 Q4	$353K	Buy	+4,706	New	+$349K	0.18%	56

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 22.9% 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

Curry Webb Wealth Management's SPHQ Position: Q2 2026 in Review

Curry Webb Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,458 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #62 among its holdings. This is a return to the name: Curry Webb Wealth Management previously reported a position in SPHQ as recently as Q4 2025.

Curry Webb Wealth Management first reported a position in SPHQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $353K in Q4 2025. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Curry Webb Wealth Management held 2,458 shares of Invesco S&P 500 Quality ETF worth $221K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Curry Webb Wealth Management position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.09% of Curry Webb Wealth Management's portfolio in Q2 2026, its #62 holding.
Curry Webb Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 2 quarters since.
Curry Webb Wealth Management's Invesco S&P 500 Quality ETF position peaked at $353K in Q4 2025.
826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.