Hager Investment Management Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Hager Investment Management Services’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	$337K	Hold	3,742	–	–	0.16%	86
2026 Q1	$281K	Hold	3,742	–	–	0.15%	81
2025 Q4	$281K	Hold	3,742	–	–	0.15%	80
2025 Q3	$274K	Sell	3,742 -65	-2%	-$4.69K	0.15%	82
2025 Q2	$271K	Hold	3,807	–	–	0.16%	78
2025 Q1	$253K	Hold	3,807	–	–	0.18%	79
2024 Q4	$255K	Buy	+3,807	New	+$258K	0.16%	80

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

Hager Investment Management Services's SPHQ Position: Q2 2026 in Review

Hager Investment Management Services held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,742 shares worth $337K. The position accounts for 0.16% of the portfolio, ranked #86.

Hager Investment Management Services first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Hager Investment Management Services held 3,742 shares of Invesco S&P 500 Quality ETF worth $337K as of Q2 2026.
Hager Investment Management Services left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.16% of Hager Investment Management Services's portfolio in Q2 2026, its #86 holding.
Hager Investment Management Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.