Global Wealth Strategies & Associates’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Global Wealth Strategies & Associates’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	-184	Closed	-$13.9K	–	405
2026 Q1	$13.9K	Hold	184	–	–	﹤0.01%	285
2025 Q4	$13.8K	Buy	184 +1	+0.5%	+$74	﹤0.01%	277
2025 Q3	$13.4K	Buy	183 +1	+0.5%	+$72	﹤0.01%	258
2025 Q2	$13K	Hold	182	–	–	﹤0.01%	202
2025 Q1	$12.1K	Hold	182	–	–	﹤0.01%	241
2024 Q4	$12.2K	Buy	182 +1	+0.6%	+$68	﹤0.01%	209
2024 Q3	$12.2K	Buy	+181	New	+$11.8K	﹤0.01%	183

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 Wealth Strategies & Associates's SPHQ Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 184 shares — an estimated $13.9K sold.

Global Wealth Strategies & Associates first reported a position in SPHQ in Q3 2024 and held it in 7 quarters. The position peaked at $13.9K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 184 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $13.9K.
Global Wealth Strategies & Associates first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and held it in 7 quarters.
Global Wealth Strategies & Associates's Invesco S&P 500 Quality ETF position peaked at $13.9K in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.