EWS
SPHQ icon

Evergreen Wealth Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Evergreen Wealth 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 		$442K Sell
5,054
-17,126
-77% -$1.42M 0.02% 348
2026
Q1 		$1.67M Buy
+22,180
New +$1.72M 0.12% 123

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

Evergreen Wealth Solutions's SPHQ Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 77% in Q2 2026, selling an estimated $1.42M and leaving 5,054 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #348.

Evergreen Wealth Solutions first reported a position in SPHQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.67M in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Evergreen Wealth Solutions held 5,054 shares of Invesco S&P 500 Quality ETF worth $442K as of Q2 2026.
  • Evergreen Wealth Solutions sold 17,126 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.42M.
  • Invesco S&P 500 Quality ETF made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #348 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco S&P 500 Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Invesco S&P 500 Quality ETF position peaked at $1.67M in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.