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Garton & Associates Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Garton & Associates Financial 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 		– Sell
-3,408
Closed -$256K – 63
2026
Q1 		$256K Buy
3,408
+171
+5% +$13.3K 0.21% 94
2025
Q4 		$243K Buy
+3,237
New +$240K 0.14% 111

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

Garton & Associates Financial Advisors's SPHQ Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 3,408 shares — an estimated $256K sold.

Garton & Associates Financial Advisors first reported a position in SPHQ in Q4 2025 and held it in 2 quarters. The position peaked at $256K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,408 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $256K.
  • Garton & Associates Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's Invesco S&P 500 Quality ETF position peaked at $256K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.