Envestnet Portfolio Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Envestnet Portfolio Solutions’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	$8.38M	Buy	+92,978	New	+$7.73M	0.04%	246
2026 Q1	–	Sell	-5,691	Closed	-$427K	–	1493
2025 Q4	$427K	Sell	5,691 -6,988	-55%	-$519K	﹤0.01%	1124
2025 Q3	$929K	Buy	+12,679	New	+$915K	﹤0.01%	763
2025 Q2	–	Sell	-17,706	Closed	-$1.17M	–	1635
2025 Q1	$1.17M	Sell	17,706 -2,058	-10%	-$141K	﹤0.01%	739
2024 Q4	$1.32M	Buy	19,764 +1,954	+11%	+$132K	﹤0.01%	817
2024 Q3	$1.2M	Buy	17,810 +6,092	+52%	+$396K	﹤0.01%	830
2024 Q2	$745K	Buy	11,718 +291	+3%	+$17.7K	﹤0.01%	969
2024 Q1	$690K	Sell	11,427 -463	-4%	-$26.5K	﹤0.01%	986
2023 Q4	$643K	Buy	11,890 +445	+4%	+$22.9K	﹤0.01%	940
2023 Q3	$573K	Buy	+11,445	New	+$587K	﹤0.01%	931

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

Envestnet Portfolio Solutions's SPHQ Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 92,978 shares worth $8.38M. The stake represents 0.04% of the portfolio and ranks #246 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in SPHQ as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in SPHQ in Q3 2023 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Envestnet Portfolio Solutions held 92,978 shares of Invesco S&P 500 Quality ETF worth $8.38M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #246 holding.
Envestnet Portfolio Solutions first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.