Focus Partners Advisor Solutions’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Focus Partners Advisor Solutions’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	$12.6M	Buy	139,571 +8,392	+6%	+$698K	0.11%	92
2026 Q1	$9.86M	Buy	131,179 +123,260	+1,557%	+$9.58M	0.1%	99
2025 Q4	$594K	Sell	7,919 -2,188	-22%	-$162K	0.01%	668
2025 Q3	$742K	Buy	10,107 +7,092	+235%	+$512K	0.01%	625
2025 Q2	$215K	Sell	3,015 -1,528	-34%	-$103K	﹤0.01%	1002
2025 Q1	$301K	Buy	4,543 +1,216	+37%	+$83.3K	﹤0.01%	751
2024 Q4	$223K	Buy	+3,327	New	+$226K	﹤0.01%	697

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 Partners Advisor Solutions's SPHQ Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 6.4% in Q2 2026, buying an estimated $698K and bringing the position to 139,571 shares worth $12.6M. The position accounts for 0.11% of the portfolio, ranked #92.

Focus Partners Advisor Solutions first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Focus Partners Advisor Solutions held 139,571 shares of Invesco S&P 500 Quality ETF worth $12.6M as of Q2 2026.
Focus Partners Advisor Solutions bought 8,392 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $698K.
Invesco S&P 500 Quality ETF made up 0.11% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #92 holding.
Focus Partners Advisor Solutions first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.