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 Q3	$319K	Hold	3,795	–	–	0.02%	364
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Everhart Financial Group's SPHQ Position: Q3 2026 in Review

Everhart Financial Group held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q3 2026 at 3,795 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #364.

Everhart Financial Group first reported a position in SPHQ in Q3 2024 and has held it in 9 quarters since. The position peaked at $342K in Q2 2026. 77 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Everhart Financial Group held 3,795 shares of Invesco S&P 500 Quality ETF worth $319K as of Q3 2026.
Everhart Financial Group left its Invesco S&P 500 Quality ETF share count unchanged in Q3 2026.
Invesco S&P 500 Quality ETF made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #364 holding.
Everhart Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 9 quarters since.
Everhart Financial Group's Invesco S&P 500 Quality ETF position peaked at $342K in Q2 2026.
77 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.