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

Empirical 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 		$1.69M Buy
+18,787
New +$1.56M 0.02% 301

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
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
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 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

Empirical Wealth Management's SPHQ Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 18,787 shares worth $1.69M. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

340 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Empirical Wealth Management held 18,787 shares of Invesco S&P 500 Quality ETF worth $1.69M as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Empirical Wealth Management position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #301 holding.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.