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

Diversify 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	$1.84M	Buy	21,616 +712	+3%	+$59.2K	0.03%	440
2026 Q1	$1.67M	Buy	20,904 +9,770	+88%	+$760K	0.03%	431
2025 Q4	$861K	Buy	11,134 +1,239	+13%	+$92K	0.04%	348
2025 Q3	$730K	Buy	9,895 +1,627	+20%	+$117K	0.04%	323
2025 Q2	$599K	Buy	8,268 +4,262	+106%	+$288K	0.04%	342
2025 Q1	$264K	Buy	+4,006	New	+$274K	0.02%	452

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 Wealth Management's SPHQ Position: Q2 2026 in Review

Diversify Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.4% in Q2 2026, buying an estimated $59.2K and bringing the position to 21,616 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #440.

Diversify Wealth Management first reported a position in SPHQ in Q1 2025 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Diversify Wealth Management held 21,616 shares of Invesco S&P 500 Quality ETF worth $1.84M as of Q2 2026.
Diversify Wealth Management bought 712 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $59.2K.
Invesco S&P 500 Quality ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #440 holding.
Diversify Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 6 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.