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

Everhart 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	$342K	Hold	3,795	–	–	0.02%	339
2026 Q1	$285K	Hold	3,795	–	–	0.02%	366
2025 Q4	$285K	Hold	3,795	–	–	0.03%	336
2025 Q3	$278K	Hold	3,795	–	–	0.03%	327
2025 Q2	$270K	Hold	3,795	–	–	0.03%	296
2025 Q1	$252K	Sell	3,795 -105	-3%	-$7.19K	0.03%	293
2024 Q4	$261K	Buy	3,900 +105	+3%	+$7.12K	0.05%	273
2024 Q3	$255K	Buy	+3,795	New	+$247K	0.06%	283

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

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

Everhart Financial Group held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,795 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #339.

Everhart Financial Group first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Everhart Financial Group held 3,795 shares of Invesco S&P 500 Quality ETF worth $342K as of Q2 2026.
Everhart Financial Group left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #339 holding.
Everhart Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.