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 Q2	$729K	Sell	8,092 -3,570	-31%	-$297K	0.01%	659
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 $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

Foundations Investment Advisors's SPHQ Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 31% in Q2 2026, selling an estimated $297K and leaving 8,092 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #659.

Foundations Investment Advisors first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.3M in Q1 2025. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Foundations Investment Advisors held 8,092 shares of Invesco S&P 500 Quality ETF worth $729K as of Q2 2026.
Foundations Investment Advisors sold 3,570 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $297K.
Invesco S&P 500 Quality ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #659 holding.
Foundations Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $15.3M in Q1 2025.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.