Evermay Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Evermay Wealth Management’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	$5.59K	Hold	62	–	–	﹤0.01%	557
2026 Q1	$4.66K	Buy	62 +22	+55%	+$1.71K	﹤0.01%	516
2025 Q4	$3K	Hold	40	–	–	﹤0.01%	502
2025 Q3	$2.93K	Hold	40	–	–	﹤0.01%	486
2025 Q2	$2.85K	Hold	40	–	–	﹤0.01%	491
2025 Q1	$2.65K	Hold	40	–	–	﹤0.01%	508
2024 Q4	$2.68K	Hold	40	–	–	﹤0.01%	508
2024 Q3	$2.69K	Hold	40	–	–	﹤0.01%	530
2024 Q2	$2.54K	Hold	40	–	–	﹤0.01%	530
2024 Q1	$2.42K	Hold	40	–	–	﹤0.01%	532
2023 Q4	$2.16K	Hold	40	–	–	﹤0.01%	515
2023 Q3	$2K	Hold	40	–	–	﹤0.01%	497
2023 Q2	$2.02K	Hold	40	–	–	﹤0.01%	487
2023 Q1	$1.89K	Hold	40	–	–	﹤0.01%	483
2022 Q4	$1.76K	Hold	40	–	–	﹤0.01%	498
2022 Q3	$2K	Buy	+40	New	+$1.75K	﹤0.01%	481
2021 Q3	–	Sell	-1,000	Closed	-$49K	–	522
2021 Q2	$49K	Buy	+1,000	New	+$46.5K	0.01%	287

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

Evermay Wealth Management's SPHQ Position: Q2 2026 in Review

Evermay Wealth Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 62 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Evermay Wealth Management first reported a position in SPHQ in Q2 2021 and has held it in 17 quarters since. The position peaked at $49K in Q2 2021. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Evermay Wealth Management held 62 shares of Invesco S&P 500 Quality ETF worth $5.59K as of Q2 2026.
Evermay Wealth Management left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #557 holding.
Evermay Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 17 quarters since.
Evermay Wealth Management's Invesco S&P 500 Quality ETF position peaked at $49K in Q2 2021.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.