DHJJ Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

DHJJ Financial 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	$149K	Hold	1,656	–	–	0.04%	261
2026 Q1	$124K	Buy	1,656 +1	+0.1%	+$78	0.04%	259
2025 Q4	$124K	Sell	1,655 -130	-7%	-$9.65K	0.04%	245
2025 Q3	$131K	Buy	1,785 +1	+0.1%	+$72	0.04%	223
2025 Q2	$127K	Buy	1,784 +473	+36%	+$32K	0.05%	215
2025 Q1	$87K	Buy	1,311 +275	+27%	+$18.8K	0.04%	241
2024 Q4	$69.4K	Buy	1,036 +307	+42%	+$20.8K	0.03%	260
2024 Q3	$49.1K	Hold	729	–	–	0.02%	302
2024 Q2	$46.3K	Buy	729 +1	+0.1%	+$61	0.02%	279
2024 Q1	$44K	Hold	728	–	–	0.02%	277
2023 Q4	$39.4K	Hold	728	–	–	0.02%	283
2023 Q3	$36.4K	Buy	+728	New	+$37.3K	0.02%	282

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

DHJJ Financial Advisors's SPHQ Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 1,656 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #261.

DHJJ Financial Advisors first reported a position in SPHQ in Q3 2023 and has held it in 12 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

DHJJ Financial Advisors held 1,656 shares of Invesco S&P 500 Quality ETF worth $149K as of Q2 2026.
DHJJ Financial Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #261 holding.
DHJJ Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 12 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.