Focus Partners Wealth
SPHQ icon

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

Focus Partners Wealth’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 		$11M Sell
122,228
-7,715
-6% -$641K 0.01% 687
2026
Q1 		$9.77M Sell
129,943
-194
-0.1% -$15.1K 0.01% 725
2025
Q4 		$9.77M Sell
130,137
-78,777
-38% -$5.85M 0.01% 702
2025
Q3 		$15.3M Sell
208,914
-4,540
-2% -$328K 0.02% 457
2025
Q2 		$15.2M Buy
213,454
+151,151
+243% +$10.2M 0.03% 418
2025
Q1 		$4.13M Buy
62,303
+783
+1% +$53.6K 0.01% 681
2024
Q4 		$4.12M Sell
61,520
-155,582
-72% -$10.5M 0.01% 667
2024
Q3 		$16.9M Buy
217,102
+159,644
+278% +$10.4M 0.05% 313
2024
Q2 		$3.65M Buy
+57,458
New +$3.5M 0.01% 552

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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 Wealth's SPHQ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.9% in Q2 2026, selling an estimated $641K and leaving 122,228 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #687.

Focus Partners Wealth first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.9M in Q3 2024. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Focus Partners Wealth held 122,228 shares of Invesco S&P 500 Quality ETF worth $11M as of Q2 2026.
  • Focus Partners Wealth sold 7,715 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $641K.
  • Invesco S&P 500 Quality ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #687 holding.
  • Focus Partners Wealth first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Invesco S&P 500 Quality ETF position peaked at $16.9M in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.