EverSource Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

EverSource Wealth 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	$937K	Sell	10,397 -492	-5%	-$40.9K	0.03%	367
2026 Q1	$819K	Buy	10,889 +4,227	+63%	+$329K	0.02%	441
2025 Q4	$500K	Buy	6,662 +438	+7%	+$32.5K	0.02%	542
2025 Q3	$456K	Sell	6,224 -477	-7%	-$34.4K	0.02%	533
2025 Q2	$477K	Sell	6,701 -85	-1%	-$5.75K	0.02%	475
2025 Q1	$450K	Sell	6,786 -22,983	-77%	-$1.57M	0.02%	402
2024 Q4	$2M	Buy	29,769 +21,873	+277%	+$1.48M	0.11%	150
2024 Q3	$531K	Sell	7,896 -1,597	-17%	-$104K	0.03%	316
2024 Q2	$613K	Sell	9,493 -770	-8%	-$46.9K	0.04%	282
2024 Q1	$599K	Buy	10,263 +10,075	+5,359%	+$577K	0.05%	240
2023 Q4	$10.2K	Hold	188	–	–	﹤0.01%	1550
2023 Q3	$9.41K	Buy	+188	New	+$9.64K	﹤0.01%	1445

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

EverSource Wealth Advisors's SPHQ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.5% in Q2 2026, selling an estimated $40.9K and leaving 10,397 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #367.

EverSource Wealth Advisors first reported a position in SPHQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $2M in Q4 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

EverSource Wealth Advisors held 10,397 shares of Invesco S&P 500 Quality ETF worth $937K as of Q2 2026.
EverSource Wealth Advisors sold 492 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $40.9K.
Invesco S&P 500 Quality ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #367 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $2M in Q4 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.