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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$17.1K Hold
190
– – ﹤0.01% 406
2026
Q1 		$14.3K Buy
+190
New +$14.8K ﹤0.01% 382

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPHQ Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 190 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPHQ in Q1 2026 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 190 shares of Invesco S&P 500 Quality ETF worth $17.1K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #406 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Invesco S&P 500 Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.