Greenwood Gearhart’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Greenwood Gearhart’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	$1.32M	Sell	14,623 -1,919	-12%	-$160K	0.06%	69
2026 Q1	$1.24M	Sell	16,542 -2,751	-14%	-$214K	0.07%	65
2025 Q4	$1.45M	Sell	19,293 -5,850	-23%	-$434K	0.08%	57
2025 Q3	$1.84M	Hold	25,143	–	–	0.11%	51
2025 Q2	$1.79M	Sell	25,143 -8,280	-25%	-$560K	0.11%	51
2025 Q1	$2.22M	Sell	33,423 -9,103	-21%	-$624K	0.15%	50
2024 Q4	$2.85M	Buy	+42,526	New	+$2.88M	0.2%	48

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

Greenwood Gearhart's SPHQ Position: Q2 2026 in Review

Greenwood Gearhart reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 12% in Q2 2026, selling an estimated $160K and leaving 14,623 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #69.

Greenwood Gearhart first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Greenwood Gearhart held 14,623 shares of Invesco S&P 500 Quality ETF worth $1.32M as of Q2 2026.
Greenwood Gearhart sold 1,919 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $160K.
Invesco S&P 500 Quality ETF made up 0.06% of Greenwood Gearhart's portfolio in Q2 2026, its #69 holding.
Greenwood Gearhart first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
Greenwood Gearhart's Invesco S&P 500 Quality ETF position peaked at $2.85M in Q4 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.