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EP Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

EP Wealth Advisors’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 		$17.4M Buy
193,329
+184,126
+2,001% +$15.3M 0.07% 199
2026
Q1 		$692K Buy
9,203
+986
+12% +$76.7K ﹤0.01% 770
2025
Q4 		$617K Buy
+8,217
New +$610K ﹤0.01% 781
2025
Q2 		$1.12M Buy
15,760
+3,107
+25% +$210K 0.01% 537
2025
Q1 		$839K Sell
12,653
-1,264
-9% -$86.6K 0.01% 547
2024
Q4 		$933K Buy
13,917
+2,121
+18% +$144K 0.01% 521
2024
Q3 		$794K Buy
11,796
+27
+0.2% +$1.75K 0.01% 554
2024
Q2 		$748K Sell
11,769
-610
-5% -$37.2K 0.01% 443
2024
Q1 		$748K Buy
12,379
+376
+3% +$21.5K 0.01% 433
2023
Q4 		$649K Buy
12,003
+6,848
+133% +$352K 0.01% 442
2023
Q3 		$258K Sell
5,155
-254
-5% -$13K ﹤0.01% 592
2023
Q2 		$240K Sell
5,409
-604
-10% -$29.1K ﹤0.01% 612
2023
Q1 		$254K Buy
6,013
+1,684
+39% +$77K ﹤0.01% 524
2022
Q4 		$190K Buy
+4,329
New +$189K ﹤0.01% 558
2022
Q3 		– Sell
-4,669
Closed -$196K – 601
2022
Q2 		$196K Hold
4,669
– – ﹤0.01% 577
2022
Q1 		$233K Sell
4,669
-13
-0.3% -$655 0.01% 537
2021
Q4 		$249K Buy
4,682
+13
+0.3% +$671 0.01% 489
2021
Q3 		$227K Hold
4,669
– – 0.01% 489
2021
Q2 		$227K Hold
4,669
– – 0.01% 496
2021
Q1 		$207K Buy
4,669
+340
+8% +$14.7K 0.01% 471
2020
Q4 		$182K Buy
+4,329
New +$174K 0.01% 422

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

EP Wealth Advisors's SPHQ Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2,001% in Q2 2026, buying an estimated $15.3M and bringing the position to 193,329 shares worth $17.4M. The position accounts for 0.07% of the portfolio, ranked #199.

EP Wealth Advisors first reported a position in SPHQ in Q4 2020 and has held it in 21 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • EP Wealth Advisors held 193,329 shares of Invesco S&P 500 Quality ETF worth $17.4M as of Q2 2026.
  • EP Wealth Advisors bought 184,126 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $15.3M.
  • Invesco S&P 500 Quality ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • EP Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and has held it in 21 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.