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

GHP 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	$2.61M	Sell	28,965 -926	-3%	-$77K	0.1%	217
2026 Q1	$2.25M	Buy	29,891 +153	+0.5%	+$11.9K	0.09%	217
2025 Q4	$2.23M	Sell	29,738 -687	-2%	-$51K	0.09%	220
2025 Q3	$2.23M	Sell	30,425 -782	-3%	-$56.4K	0.09%	213
2025 Q2	$2.22M	Sell	31,207 -367	-1%	-$24.8K	0.1%	209
2025 Q1	$2.09M	Buy	31,574 +572	+2%	+$39.2K	0.1%	216
2024 Q4	$2.08M	Sell	31,002 -529	-2%	-$35.9K	0.1%	220
2024 Q3	$2.12M	Sell	31,531 -525	-2%	-$34.1K	0.1%	223
2024 Q2	$2.04M	Sell	32,056 -174	-0.5%	-$10.6K	0.1%	219
2024 Q1	$1.95M	Sell	32,230 -1,246	-4%	-$71.4K	0.1%	229
2023 Q4	$1.81M	Sell	33,476 -290	-0.9%	-$14.9K	0.1%	226
2023 Q3	$1.71M	Sell	33,766 -1,385	-4%	-$71K	0.1%	220
2023 Q2	$1.8M	Sell	35,151 -4,640	-12%	-$224K	0.11%	222
2023 Q1	$1.88M	Sell	39,791 -537	-1%	-$24.6K	0.12%	220
2022 Q4	$1.77M	Sell	40,328 -3,394	-8%	-$148K	0.12%	220
2022 Q3	$1.74M	Sell	43,722 -2,377	-5%	-$104K	0.13%	211
2022 Q2	$1.94M	Sell	46,099 -4,543	-9%	-$209K	0.14%	206
2022 Q1	$2.53M	Sell	50,642 -2,587	-5%	-$130K	0.17%	186
2021 Q4	$2.83M	Sell	53,229 -841	-2%	-$43.4K	0.2%	159
2021 Q3	$2.63M	Sell	54,070 -2,594	-5%	-$130K	0.21%	156
2021 Q2	$2.75M	Buy	56,664 +1,308	+2%	+$60.8K	0.22%	148
2021 Q1	$2.45M	Buy	55,356 +345	+0.6%	+$14.9K	0.21%	145
2020 Q4	$2.32M	Sell	55,011 -1,013	-2%	-$40.7K	0.22%	141
2020 Q3	$2.17M	Buy	56,024 +2,692	+5%	+$102K	0.24%	129
2020 Q2	$1.89M	Buy	53,332 +1,970	+4%	+$66.7K	0.23%	136
2020 Q1	$1.54M	Sell	51,362 -3,301	-6%	-$114K	0.23%	131
2019 Q4	$2M	Buy	54,663 +56	+0.1%	+$1.95K	0.21%	145
2019 Q3	$1.83M	Buy	+54,607	New	+$1.82M	0.23%	135

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

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

GHP Investment Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.1% in Q2 2026, selling an estimated $77K and leaving 28,965 shares worth $2.61M. The position accounts for 0.1% of the portfolio, ranked #217.

GHP Investment Advisors first reported a position in SPHQ in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.83M in Q4 2021. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

GHP Investment Advisors held 28,965 shares of Invesco S&P 500 Quality ETF worth $2.61M as of Q2 2026.
GHP Investment Advisors sold 926 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $77K.
Invesco S&P 500 Quality ETF made up 0.1% of GHP Investment Advisors's portfolio in Q2 2026, its #217 holding.
GHP Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2019 and has held it in 28 quarters since.
GHP Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $2.83M in Q4 2021.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.