EWM
SPHQ icon

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

Endowment 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 		$9.64M Buy
106,985
+7,163
+7% +$595K 3.73% 5
2026
Q1 		$7.51M Buy
99,822
+5,047
+5% +$392K 3.32% 6
2025
Q4 		$7.11M Buy
94,775
+53,023
+127% +$3.94M 3.27% 7
2025
Q3 		$3.06M Buy
41,752
+4,306
+11% +$311K 1.39% 19
2025
Q2 		$2.67M Buy
37,446
+2,485
+7% +$168K 1.38% 19
2025
Q1 		$2.32M Buy
34,961
+3,018
+9% +$207K 1.49% 17
2024
Q4 		$2.14M Buy
31,943
+9,983
+45% +$677K 1.44% 17
2024
Q3 		$1.48M Buy
21,960
+1,809
+9% +$118K 0.97% 28
2024
Q2 		$1.28M Buy
20,151
+2,562
+15% +$156K 0.93% 30
2024
Q1 		$1.06M Buy
+17,589
New +$1.01M 0.8% 33

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

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

Endowment Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 7.2% in Q2 2026, buying an estimated $595K and bringing the position to 106,985 shares worth $9.64M. The position accounts for 3.73% of the portfolio, ranked #5.

Endowment Wealth Management first reported a position in SPHQ in Q1 2024 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Endowment Wealth Management held 106,985 shares of Invesco S&P 500 Quality ETF worth $9.64M as of Q2 2026.
  • Endowment Wealth Management bought 7,163 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $595K.
  • Invesco S&P 500 Quality ETF made up 3.73% of Endowment Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Endowment Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 10 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.