Foundations Investment Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Foundations Investment Advisors’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 Q1	$877K	Buy	11,662 +1,151	+11%	+$89.5K	0.01%	554
2025 Q4	$789K	Buy	10,511 +641	+6%	+$47.6K	0.01%	576
2025 Q3	$723K	Sell	9,870 -3,271	-25%	-$236K	0.01%	553
2025 Q2	$936K	Sell	13,141 -217,485	-94%	-$14.7M	0.01%	448
2025 Q1	$15.3M	Buy	230,626 +208,160	+927%	+$14.3M	0.28%	90
2024 Q4	$1.51M	Sell	22,466 -23,581	-51%	-$1.6M	0.03%	336
2024 Q3	$3.1M	Buy	46,047 +39,413	+594%	+$2.56M	0.07%	222
2024 Q2	$422K	Buy	+6,634	New	+$404K	0.01%	532

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foundations Investment Advisors's SPHQ Position: Q1 2026 in Review

Foundations Investment Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 11% in Q1 2026, buying an estimated $89.5K and bringing the position to 11,662 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #554.

Foundations Investment Advisors first reported a position in SPHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.3M in Q1 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Foundations Investment Advisors held 11,662 shares of Invesco S&P 500 Quality ETF worth $877K as of Q1 2026.
Foundations Investment Advisors bought 1,151 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $89.5K.
Invesco S&P 500 Quality ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #554 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $15.3M in Q1 2025.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.