Evernest Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Evernest Financial Advisors’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	$1.09M	Hold	12,050	–	–	0.23%	73
2026 Q1	$967K	Hold	12,050	–	–	0.2%	76
2025 Q4	$961K	Hold	12,050	–	–	0.2%	79
2025 Q3	$883K	Hold	12,050	–	–	0.25%	80
2025 Q2	$859K	Hold	12,050	–	–	0.28%	76
2025 Q1	$799K	Hold	12,050	–	–	0.29%	81
2024 Q4	$808K	Hold	12,050	–	–	0.21%	75
2024 Q3	$811K	Hold	12,050	–	–	0.22%	76
2024 Q2	$766K	Sell	12,050 -1,551	-11%	-$94.6K	0.34%	64
2024 Q1	$780K	Buy	+13,601	New	+$779K	0.37%	60
2021 Q4	$783K	Buy	+13,601	New	+$702K	0.41%	57

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

Evernest Financial Advisors's SPHQ Position: Q2 2026 in Review

Evernest Financial Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 12,050 shares worth $1.09M. The position accounts for 0.23% of the portfolio, ranked #73.

Evernest Financial Advisors first reported a position in SPHQ in Q4 2021 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Evernest Financial Advisors held 12,050 shares of Invesco S&P 500 Quality ETF worth $1.09M as of Q2 2026.
Evernest Financial Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.23% of Evernest Financial Advisors's portfolio in Q2 2026, its #73 holding.
Evernest Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and has held it in 11 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.