Gateway Wealth Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Gateway Wealth Partners’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	$427K	Sell	4,735 -3,360	-42%	-$279K	0.03%	508
2026 Q1	$609K	Buy	8,095 +2,886	+55%	+$224K	0.02%	505
2025 Q4	$391K	Buy	5,209 +1,231	+31%	+$91.4K	0.04%	313
2025 Q3	$292K	Sell	3,978 -762	-16%	-$55K	0.04%	328
2025 Q2	$338K	Sell	4,740 -811	-15%	-$54.8K	0.06%	259
2025 Q1	$368K	Buy	5,551 +152	+3%	+$10.4K	0.08%	225
2024 Q4	$362K	Buy	5,399 +149	+3%	+$10.1K	0.09%	201
2024 Q3	$353K	Buy	5,250 +1,011	+24%	+$65.7K	0.1%	190
2024 Q2	$269K	Buy	+4,239	New	+$258K	0.08%	218
2024 Q1	–	Sell	-5,715	Closed	-$309K	–	248
2023 Q4	$309K	Buy	+5,715	New	+$294K	0.12%	151

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

Gateway Wealth Partners's SPHQ Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 42% in Q2 2026, selling an estimated $279K and leaving 4,735 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #508.

Gateway Wealth Partners first reported a position in SPHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $609K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Gateway Wealth Partners held 4,735 shares of Invesco S&P 500 Quality ETF worth $427K as of Q2 2026.
Gateway Wealth Partners sold 3,360 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $279K.
Invesco S&P 500 Quality ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #508 holding.
Gateway Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 10 quarters since.
Gateway Wealth Partners's Invesco S&P 500 Quality ETF position peaked at $609K in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.