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Golden State Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Golden State Wealth Management’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 		$16.3K Buy
181
+46
+34% +$3.82K ﹤0.01% 992
2026
Q1 		$10.2K Sell
135
-392
-74% -$30.5K ﹤0.01% 1083
2025
Q4 		$39.6K Hold
527
– – ﹤0.01% 741
2025
Q3 		$38.6K Hold
527
– – ﹤0.01% 736
2025
Q2 		$37.6K Hold
527
– – ﹤0.01% 711
2025
Q1 		$35K Buy
527
+453
+612% +$31K 0.01% 670
2024
Q4 		$4.96K Buy
+74
New +$5.02K ﹤0.01% 1121

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Golden State Wealth Management's SPHQ Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 34% in Q2 2026, buying an estimated $3.82K and bringing the position to 181 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Golden State Wealth Management first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.6K in Q4 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Golden State Wealth Management held 181 shares of Invesco S&P 500 Quality ETF worth $16.3K as of Q2 2026.
  • Golden State Wealth Management bought 46 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $3.82K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #992 holding.
  • Golden State Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Invesco S&P 500 Quality ETF position peaked at $39.6K in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.