Delta Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Delta Wealth Advisors’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	$2.23M	Buy	24,745 +4,547	+23%	+$378K	1.59%	19
2026 Q1	$1.52M	Buy	20,198 +1,196	+6%	+$93K	1.16%	20
2025 Q4	$1.43M	Buy	19,002 +1,357	+8%	+$101K	1.19%	20
2025 Q3	$1.29M	Buy	17,645 +2,728	+18%	+$197K	1.01%	18
2025 Q2	$1.06M	Buy	14,917 +2,232	+18%	+$151K	0.89%	21
2025 Q1	$842K	Buy	12,685 +4,730	+59%	+$324K	0.76%	20
2024 Q4	$533K	Buy	+7,955	New	+$539K	0.5%	25

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

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Delta Wealth Advisors's SPHQ Position: Q2 2026 in Review

Delta Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 23% in Q2 2026, buying an estimated $378K and bringing the position to 24,745 shares worth $2.23M. The position accounts for 1.59% of the portfolio, ranked #19.

Delta Wealth Advisors first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Delta Wealth Advisors held 24,745 shares of Invesco S&P 500 Quality ETF worth $2.23M as of Q2 2026.
Delta Wealth Advisors bought 4,547 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $378K.
Invesco S&P 500 Quality ETF made up 1.59% of Delta Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Delta Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
271 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.