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Farther Finance Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Farther Finance 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 		$13.4M Sell
148,265
-1,355
-0.9% -$113K 0.1% 169
2026
Q1 		$11.4M Buy
149,620
+103,832
+227% +$8.07M 0.11% 171
2025
Q4 		$3.44M Buy
45,788
+9,978
+28% +$741K 0.04% 414
2025
Q3 		$2.62M Buy
35,810
+32,504
+983% +$2.35M 0.04% 360
2025
Q2 		$236K Buy
3,306
+2,571
+350% +$174K ﹤0.01% 1315
2025
Q1 		$48.6K Sell
735
-102
-12% -$6.99K ﹤0.01% 1912
2024
Q4 		$56.1K Sell
837
-8
-0.9% -$542 ﹤0.01% 1602
2024
Q3 		$56.9K Sell
845
-5,770
-87% -$375K ﹤0.01% 1581
2024
Q2 		$420K Buy
6,615
+4,365
+194% +$266K 0.02% 545
2024
Q1 		$136K Buy
2,250
+1,550
+221% +$88.8K 0.01% 838
2023
Q4 		$37.8K Buy
700
+19
+3% +$977 ﹤0.01% 1136
2023
Q3 		$34.1K Buy
681
+346
+103% +$17.7K 0.01% 918
2023
Q2 		$16.9K Buy
+335
New +$16.1K ﹤0.01% 1049

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Farther Finance Advisors's SPHQ Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.91% in Q2 2026, selling an estimated $113K and leaving 148,265 shares worth $13.4M. The position accounts for 0.1% of the portfolio, ranked #169.

Farther Finance Advisors first reported a position in SPHQ in Q2 2023 and has held it in 13 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Farther Finance Advisors held 148,265 shares of Invesco S&P 500 Quality ETF worth $13.4M as of Q2 2026.
  • Farther Finance Advisors sold 1,355 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $113K.
  • Invesco S&P 500 Quality ETF made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #169 holding.
  • Farther Finance Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and has held it in 13 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.