Glenview Trust’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Glenview Trust’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	$924K	Hold	10,258	–	–	0.01%	306
2026 Q1	$771K	Hold	10,258	–	–	0.01%	322
2025 Q4	$770K	Hold	10,258	–	–	0.01%	313
2025 Q3	$752K	Sell	10,258 -98	-0.9%	-$7.07K	0.01%	324
2025 Q2	$738K	Buy	10,356 +98	+1%	+$6.63K	0.01%	323
2025 Q1	$681K	Sell	10,258 -305	-3%	-$20.9K	0.01%	314
2024 Q4	$708K	Buy	10,563 +1,700	+19%	+$115K	0.01%	310
2024 Q3	$596K	Hold	8,863	–	–	0.01%	331
2024 Q2	$563K	Hold	8,863	–	–	0.01%	329
2024 Q1	$536K	Hold	8,863	–	–	0.01%	337
2023 Q4	$479K	Hold	8,863	–	–	0.01%	344
2023 Q3	$444K	Hold	8,863	–	–	0.01%	335
2023 Q2	$447K	Hold	8,863	–	–	0.01%	333
2023 Q1	$419K	Buy	+8,863	New	+$405K	0.01%	340

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

Glenview Trust's SPHQ Position: Q2 2026 in Review

Glenview Trust held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 10,258 shares worth $924K. The position accounts for 0.01% of the portfolio, ranked #306.

Glenview Trust first reported a position in SPHQ in Q1 2023 and has held it in 14 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Glenview Trust held 10,258 shares of Invesco S&P 500 Quality ETF worth $924K as of Q2 2026.
Glenview Trust left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #306 holding.
Glenview Trust first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 14 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.