Diversify Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Diversify Advisory Services’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	$1.84M	Buy	+21,616	New	+$1.8M	0.03%	440
2026 Q1	–	Sell	-4,834	Closed	-$375K	–	761
2025 Q4	$375K	Sell	4,834 -619	-11%	-$46K	0.01%	698
2025 Q3	$402K	Buy	+5,453	New	+$394K	0.01%	625
2025 Q2	–	Sell	-3,778	Closed	-$249K	–	863
2025 Q1	$249K	Sell	3,778 -18	-0.5%	-$1.23K	0.02%	554
2024 Q4	$251K	Buy	+3,796	New	+$257K	0.01%	530

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

Diversify Advisory Services's SPHQ Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 21,616 shares worth $1.84M. The stake represents 0.03% of the portfolio and ranks #440 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPHQ as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPHQ in Q4 2024 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Diversify Advisory Services held 21,616 shares of Invesco S&P 500 Quality ETF worth $1.84M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #440 holding.
Diversify Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 5 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.