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Ethos Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ethos Financial 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 		$699K Buy
+8,396
New +$698K 0.05% 284
2025
Q3 		– Sell
-10,056
Closed -$717K – 525
2025
Q2 		$717K Buy
+10,056
New +$680K 0.06% 216
2023
Q4 		– Sell
-133,586
Closed -$6.68M – 296
2023
Q3 		$6.68M Buy
+133,586
New +$6.85M 1.73% 22

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

Ethos Financial Group's SPHQ Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 8,396 shares worth $699K. The stake represents 0.05% of the portfolio and ranks #284 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in SPHQ as recently as Q2 2025.

Ethos Financial Group first reported a position in SPHQ in Q3 2023 and has held it in 3 quarters since. The position peaked at $6.68M in Q3 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Ethos Financial Group held 8,396 shares of Invesco S&P 500 Quality ETF worth $699K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Ethos Financial Group position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #284 holding.
  • Ethos Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 3 quarters since.
  • Ethos Financial Group's Invesco S&P 500 Quality ETF position peaked at $6.68M in Q3 2023.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.