Summit Investment Advisors, Inc.\KS’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Summit Investment Advisors, Inc.\KS’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	$1.23M	Sell	14,662 -551	-4%	-$47.1K	0.56%	30
2026 Q2	$1.37M	Sell	15,213 -973	-6%	-$80.9K	0.63%	28
2026 Q1	$1.22M	Buy	16,186 +6,114	+61%	+$475K	0.62%	31
2025 Q4	$756K	Buy	+10,072	New	+$748K	0.41%	41

Other funds holding SPHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's SPHQ Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.6% in Q3 2026, selling an estimated $47.1K and leaving 14,662 shares worth $1.23M. The position accounts for 0.56% of the portfolio, ranked #30.

Summit Investment Advisors, Inc.\KS first reported a position in SPHQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q2 2026. 708 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 14,662 shares of Invesco S&P 500 Quality ETF worth $1.23M as of Q3 2026.
Summit Investment Advisors, Inc.\KS sold 551 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $47.1K.
Invesco S&P 500 Quality ETF made up 0.56% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #30 holding.
Summit Investment Advisors, Inc.\KS first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 4 quarters since.
Summit Investment Advisors, Inc.\KS's Invesco S&P 500 Quality ETF position peaked at $1.37M in Q2 2026.
708 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.