Empower Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Empower Advisory Group’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	$308K	Sell	3,416 -48	-1%	-$3.99K	﹤0.01%	432
2026 Q1	$260K	Buy	+3,464	New	+$269K	﹤0.01%	442
2025 Q4	–	Sell	-3,266	Closed	-$239K	–	543
2025 Q3	$239K	Buy	3,266 +103	+3%	+$7.43K	﹤0.01%	479
2025 Q2	$225K	Buy	+3,163	New	+$214K	﹤0.01%	464
2025 Q1	–	Sell	-3,777	Closed	-$253K	–	515
2024 Q4	$253K	Buy	3,777 +371	+11%	+$25.2K	﹤0.01%	438
2024 Q3	$229K	Buy	+3,406	New	+$221K	﹤0.01%	453
2023 Q4	–	Sell	-4,298	Closed	-$215K	–	489
2023 Q3	$215K	Buy	+4,298	New	+$220K	﹤0.01%	435

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

Empower Advisory Group's SPHQ Position: Q2 2026 in Review

Empower Advisory Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.4% in Q2 2026, selling an estimated $3.99K and leaving 3,416 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Empower Advisory Group first reported a position in SPHQ in Q3 2023 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Empower Advisory Group held 3,416 shares of Invesco S&P 500 Quality ETF worth $308K as of Q2 2026.
Empower Advisory Group sold 48 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $3.99K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #432 holding.
Empower Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.