BFC Planning, Inc.’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

BFC Planning, Inc.’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	$273K	Sell	3,034 -40	-1%	-$3.32K	0.01%	827
2026 Q1	$231K	Sell	3,074 -876	-22%	-$68.1K	0.01%	820
2025 Q4	$296K	Buy	3,950 +3,629	+1,131%	+$269K	0.01%	724
2025 Q3	$23.5K	Buy	321 +1	+0.3%	+$72	﹤0.01%	1502
2025 Q2	$22.8K	Buy	320 +146	+84%	+$9.9K	﹤0.01%	1434
2025 Q1	$11.5K	Hold	174	–	–	﹤0.01%	1705
2024 Q4	$11.7K	Buy	+174	New	+$11.8K	﹤0.01%	1694

Other funds holding SPHQ

LPL Financial San Diego, California $468B AUM 17.69% 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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

BFC Planning, Inc.'s SPHQ Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.3% in Q2 2026, selling an estimated $3.32K and leaving 3,034 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #827.

BFC Planning, Inc. first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $296K in Q4 2025. 828 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

BFC Planning, Inc. held 3,034 shares of Invesco S&P 500 Quality ETF worth $273K as of Q2 2026.
BFC Planning, Inc. sold 40 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $3.32K.
Invesco S&P 500 Quality ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #827 holding.
BFC Planning, Inc. first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco S&P 500 Quality ETF position peaked at $296K in Q4 2025.
828 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.