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Guardian Asset Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Guardian Asset Advisors’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 		$555K Buy
6,161
+52
+0.9% +$4.32K 0.26% 74
2026
Q1 		$459K Sell
6,109
-38
-0.6% -$2.96K 0.27% 62
2025
Q4 		$461K Buy
6,147
+18
+0.3% +$1.34K 0.24% 67
2025
Q3 		$449K Buy
6,129
+16
+0.3% +$1.16K 0.24% 70
2025
Q2 		$436K Buy
6,113
+4
+0.1% +$271 0.25% 67
2025
Q1 		$405K Buy
6,109
+57
+0.9% +$3.9K 0.26% 69
2024
Q4 		$406K Buy
6,052
+1,459
+32% +$98.9K 0.26% 68
2024
Q3 		$309K Buy
4,593
+4
+0.1% +$260 0.21% 85
2024
Q2 		$292K Buy
4,589
+95
+2% +$5.79K 0.21% 84
2024
Q1 		$272K Sell
4,494
-85
-2% -$4.87K 0.23% 85
2023
Q4 		$248K Buy
+4,579
New +$235K 0.23% 83

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Guardian Asset Advisors's SPHQ Position: Q2 2026 in Review

Guardian Asset Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.85% in Q2 2026, buying an estimated $4.32K and bringing the position to 6,161 shares worth $555K. The position accounts for 0.26% of the portfolio, ranked #74.

Guardian Asset Advisors first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Guardian Asset Advisors held 6,161 shares of Invesco S&P 500 Quality ETF worth $555K as of Q2 2026.
  • Guardian Asset Advisors bought 52 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $4.32K.
  • Invesco S&P 500 Quality ETF made up 0.26% of Guardian Asset Advisors's portfolio in Q2 2026, its #74 holding.
  • Guardian Asset Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
  • 279 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.