Envision Financial Transparency’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Envision Financial Transparency’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 Q1	$2.19M	Buy	+29,124	New	+$2.26M	2.13%	10

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envision Financial Transparency's SPHQ Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 29,124 shares worth $2.19M. The stake represents 2.13% of the portfolio and ranks #10 among its holdings.

747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Envision Financial Transparency held 29,124 shares of Invesco S&P 500 Quality ETF worth $2.19M as of Q1 2026.
Invesco S&P 500 Quality ETF was a new Envision Financial Transparency position in Q1 2026.
Invesco S&P 500 Quality ETF made up 2.13% of Envision Financial Transparency's portfolio in Q1 2026, its #10 holding.
747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.