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

Financial Engines 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	$2.93M	Sell	32,470 -1,908	-6%	-$159K	0.01%	201
2026 Q1	$2.58M	Buy	34,378 +16,486	+92%	+$1.28M	0.01%	200
2025 Q4	$1.34M	Buy	17,892 +211	+1%	+$15.7K	﹤0.01%	278
2025 Q3	$1.3M	Sell	17,681 -1,147	-6%	-$82.8K	﹤0.01%	278
2025 Q2	$1.34M	Buy	18,828 +2,125	+13%	+$144K	﹤0.01%	261
2025 Q1	$1.11M	Sell	16,703 -30	-0.2%	-$2.06K	﹤0.01%	248
2024 Q4	$1.12M	Buy	16,733 +1,230	+8%	+$83.4K	﹤0.01%	249
2024 Q3	$1.04M	Hold	15,503	–	–	﹤0.01%	232
2024 Q2	$985K	Buy	15,503 +356	+2%	+$21.7K	﹤0.01%	211
2024 Q1	$915K	Buy	15,147 +332	+2%	+$19K	﹤0.01%	206
2023 Q4	$801K	Buy	14,815 +115	+0.8%	+$5.91K	﹤0.01%	195
2023 Q3	$736K	Sell	14,700 -17	-0.1%	-$871	﹤0.01%	182
2023 Q2	$742K	Sell	14,717 -22	-0.1%	-$1.06K	﹤0.01%	185
2023 Q1	$697K	Buy	14,739 +39	+0.3%	+$1.78K	﹤0.01%	195
2022 Q4	$647K	Hold	14,700	–	–	﹤0.01%	201
2022 Q3	$584K	Hold	14,700	–	–	﹤0.01%	192
2022 Q2	$617K	Hold	14,700	–	–	﹤0.01%	184
2022 Q1	$734K	Buy	+14,700	New	+$741K	﹤0.01%	180

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

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

Financial Engines Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.6% in Q2 2026, selling an estimated $159K and leaving 32,470 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #201.

Financial Engines Advisors first reported a position in SPHQ in Q1 2022 and has held it in 18 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Financial Engines Advisors held 32,470 shares of Invesco S&P 500 Quality ETF worth $2.93M as of Q2 2026.
Financial Engines Advisors sold 1,908 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $159K.
Invesco S&P 500 Quality ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #201 holding.
Financial Engines Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 18 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.