Global Retirement Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Global Retirement 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	$21.1M	Buy	+234,257	New	+$19.5M	0.32%	59
2025 Q4	$21.4M	Buy	284,847 +2,669	+0.9%	+$198K	0.38%	54
2025 Q3	$20.7M	Buy	282,178 +53,958	+24%	+$3.89M	0.46%	41
2025 Q2	$16.3M	Buy	+228,220	New	+$15.4M	0.4%	51
2024 Q4	$15.4M	Buy	229,346 +6,635	+3%	+$450K	0.44%	44
2024 Q3	$15M	Buy	222,711 +4,399	+2%	+$286K	0.45%	42
2024 Q2	$13.9M	Buy	218,312 +22,169	+11%	+$1.35M	0.43%	44
2024 Q1	$11.9M	Sell	196,143 -35,476	-15%	-$2.03M	0.44%	44
2023 Q4	$12.6M	Buy	231,619 +588	+0.3%	+$30.2K	0.53%	36
2023 Q3	$11.5M	Sell	231,031 -2,373	-1%	-$122K	0.58%	33
2023 Q2	$11.8M	Sell	233,404 -4,180	-2%	-$201K	0.58%	31
2023 Q1	$11.2M	Buy	237,584 +27,544	+13%	+$1.26M	0.6%	32
2022 Q4	$9.24M	Buy	210,040 +18,529	+10%	+$809K	0.63%	23
2022 Q3	$8.32M	Buy	191,511 +20,185	+12%	+$885K	0.63%	24
2022 Q2	$7.2M	Sell	171,326 -1,308	-0.8%	-$60.1K	0.58%	25
2022 Q1	$7.75M	Buy	+172,634	New	+$8.7M	0.61%	22
2021 Q4	–	Sell	-1,497	Closed	-$73K	–	1571
2021 Q3	$73K	Buy	1,497 +1	+0.1%	+$50	0.01%	745
2021 Q2	$73K	Buy	1,496 +215	+17%	+$10K	0.01%	726
2021 Q1	$57K	Sell	1,281 -76	-6%	-$3.28K	0.01%	741
2020 Q4	$57K	Hold	1,357	–	–	0.01%	687
2020 Q3	$52K	Hold	1,357	–	–	0.01%	628
2020 Q2	$48K	Hold	1,357	–	–	0.01%	655
2020 Q1	$41K	Hold	1,357	–	–	0.01%	621
2019 Q4	$50K	Sell	1,357 -71	-5%	-$2.47K	0.01%	643
2019 Q3	$48K	Hold	1,428	–	–	0.01%	640
2019 Q2	$47K	Hold	1,428	–	–	0.01%	623
2019 Q1	$46K	Hold	1,428	–	–	0.01%	568
2018 Q4	$40K	Hold	1,428	–	–	0.01%	559
2018 Q3	$47K	Hold	1,428	–	–	0.01%	580
2018 Q2	$43K	Buy	+1,428	New	+$43.1K	0.01%	574

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

Global Retirement Partners's SPHQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 234,257 shares worth $21.1M. The stake represents 0.32% of the portfolio and ranks #59 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPHQ as recently as Q4 2025.

Global Retirement Partners first reported a position in SPHQ in Q2 2018 and has held it in 30 quarters since. The position peaked at $21.4M in Q4 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Global Retirement Partners held 234,257 shares of Invesco S&P 500 Quality ETF worth $21.1M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.32% of Global Retirement Partners's portfolio in Q2 2026, its #59 holding.
Global Retirement Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 30 quarters since.
Global Retirement Partners's Invesco S&P 500 Quality ETF position peaked at $21.4M in Q4 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.