Focus Financial Network’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Focus Financial Network’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	$19.6M	Sell	217,531 -23,455	-10%	-$1.95M	0.61%	34
2026 Q1	$18.1M	Buy	240,986 +1,503	+0.6%	+$117K	0.65%	27
2025 Q4	$18M	Buy	239,483 +5,228	+2%	+$388K	0.63%	30
2025 Q3	$17.2M	Sell	234,255 -7	-0%	-$505	0.61%	31
2025 Q2	$16.7M	Buy	234,262 +17,337	+8%	+$1.17M	0.66%	29
2025 Q1	$14.4M	Buy	216,925 +3,979	+2%	+$273K	0.59%	33
2024 Q4	$14.3M	Buy	212,946 +1,079	+0.5%	+$73.2K	0.57%	36
2024 Q3	$14.3M	Buy	211,867 +6,650	+3%	+$432K	0.58%	34
2024 Q2	$13.3M	Buy	205,217 +9,565	+5%	+$583K	0.57%	36
2024 Q1	$11.3M	Sell	195,652 -26,367	-12%	-$1.51M	0.55%	36
2023 Q4	$12M	Buy	222,019 +3,408	+2%	+$175K	0.45%	44
2023 Q3	$10.9M	Buy	218,611 +1,406	+0.6%	+$72.1K	0.62%	34
2023 Q2	$11M	Buy	217,205 +4,410	+2%	+$212K	0.61%	36
2023 Q1	$10.1M	Sell	212,795 -1,312	-0.6%	-$60K	0.63%	32
2022 Q4	$9.42M	Buy	214,107 +1,994	+0.9%	+$87.1K	0.77%	26
2022 Q3	$8.43M	Sell	212,113 -744	-0.3%	-$32.6K	0.73%	26
2022 Q2	$8.94M	Buy	212,857 +4,213	+2%	+$194K	0.74%	26
2022 Q1	$10.4M	Buy	+208,644	New	+$10.5M	0.73%	27

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

Focus Financial Network's SPHQ Position: Q2 2026 in Review

Focus Financial Network reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 9.7% in Q2 2026, selling an estimated $1.95M and leaving 217,531 shares worth $19.6M. The position accounts for 0.61% of the portfolio, ranked #34.

Focus Financial Network 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.

Focus Financial Network held 217,531 shares of Invesco S&P 500 Quality ETF worth $19.6M as of Q2 2026.
Focus Financial Network sold 23,455 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.95M.
Invesco S&P 500 Quality ETF made up 0.61% of Focus Financial Network's portfolio in Q2 2026, its #34 holding.
Focus Financial Network 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 Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.