Family Investment Center’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Family Investment Center’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	$48.2M	Buy	535,311 +14,466	+3%	+$1.2M	8.01%	5
2026 Q1	$39.2M	Sell	520,845 -103,092	-17%	-$8.02M	7.54%	5
2025 Q4	$46.8M	Buy	623,937 +1,342	+0.2%	+$99.7K	9.46%	3
2025 Q3	$45.6M	Buy	622,595 +8,744	+1%	+$631K	9.48%	3
2025 Q2	$43.7M	Buy	613,851 +12,611	+2%	+$853K	9.91%	4
2025 Q1	$39.9M	Buy	601,240 +78,770	+15%	+$5.4M	9.75%	3
2024 Q4	$35M	Buy	522,470 +16,177	+3%	+$1.1M	8.88%	2
2024 Q3	$34.1M	Buy	506,293 +11,212	+2%	+$729K	8.55%	1
2024 Q2	$31.5M	Buy	495,081 +23,691	+5%	+$1.44M	9.39%	1
2024 Q1	$28.5M	Buy	+471,390	New	+$27M	9.18%	1

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

Family Investment Center's SPHQ Position: Q2 2026 in Review

Family Investment Center increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.8% in Q2 2026, buying an estimated $1.2M and bringing the position to 535,311 shares worth $48.2M. The position accounts for 8.01% of the portfolio, ranked #5.

Family Investment Center first reported a position in SPHQ in Q1 2024 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Family Investment Center held 535,311 shares of Invesco S&P 500 Quality ETF worth $48.2M as of Q2 2026.
Family Investment Center bought 14,466 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.2M.
Invesco S&P 500 Quality ETF made up 8.01% of Family Investment Center's portfolio in Q2 2026, its #5 holding.
Family Investment Center first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 10 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.