Fortitude Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Fortitude Advisory Group’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	$763K	Buy	8,471 +5,240	+162%	+$436K	0.29%	77
2026 Q1	$243K	Buy	+3,231	New	+$251K	0.11%	179
2022 Q2	–	Sell	-62	Closed	-$3K	–	1120
2022 Q1	$3K	Buy	62 +47	+313%	+$2.37K	﹤0.01%	1287
2021 Q4	$1K	Buy	+15	New	+$774	﹤0.01%	1504

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

Fortitude Advisory Group's SPHQ Position: Q2 2026 in Review

Fortitude Advisory Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 162% in Q2 2026, buying an estimated $436K and bringing the position to 8,471 shares worth $763K. The position accounts for 0.29% of the portfolio, ranked #77.

Fortitude Advisory Group first reported a position in SPHQ in Q4 2021 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Fortitude Advisory Group held 8,471 shares of Invesco S&P 500 Quality ETF worth $763K as of Q2 2026.
Fortitude Advisory Group bought 5,240 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $436K.
Invesco S&P 500 Quality ETF made up 0.29% of Fortitude Advisory Group's portfolio in Q2 2026, its #77 holding.
Fortitude Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 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 Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.