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

Florida 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	$821K	Buy	9,111 +817	+10%	+$67.9K	0.14%	155
2026 Q1	$624K	Buy	8,294 +1,337	+19%	+$104K	0.15%	145
2025 Q4	$522K	Buy	6,957 +3,792	+120%	+$282K	0.14%	146
2025 Q3	$232K	Buy	+3,165	New	+$228K	0.07%	235

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

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

Florida Financial Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 9.9% in Q2 2026, buying an estimated $67.9K and bringing the position to 9,111 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #155.

Florida Financial Advisors first reported a position in SPHQ in Q3 2025 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Florida Financial Advisors held 9,111 shares of Invesco S&P 500 Quality ETF worth $821K as of Q2 2026.
Florida Financial Advisors bought 817 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $67.9K.
Invesco S&P 500 Quality ETF made up 0.14% of Florida Financial Advisors's portfolio in Q2 2026, its #155 holding.
Florida Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 4 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.