Harbor Asset Planning’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Harbor Asset Planning’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 Q3	$722K	Buy	8,582 +6	+0.1%	+$513	0.54%	48
2026 Q2	$773K	Buy	8,576 +9	+0.1%	+$748	0.58%	45
2026 Q1	$644K	Buy	8,567 +13	+0.2%	+$1.01K	0.54%	48
2025 Q4	$642K	Buy	8,554 +12	+0.1%	+$891	0.55%	47
2025 Q3	$626K	Buy	8,542 +25	+0.3%	+$1.8K	0.56%	46
2025 Q2	$607K	Buy	+8,517	New	+$576K	0.58%	46

Other funds holding SPHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Harbor Asset Planning's SPHQ Position: Q3 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.07% in Q3 2026, buying an estimated $513 and bringing the position to 8,582 shares worth $722K. The position accounts for 0.54% of the portfolio, ranked #48.

Harbor Asset Planning first reported a position in SPHQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $773K in Q2 2026. 708 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Harbor Asset Planning held 8,582 shares of Invesco S&P 500 Quality ETF worth $722K as of Q3 2026.
Harbor Asset Planning bought 6 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $513.
Invesco S&P 500 Quality ETF made up 0.54% of Harbor Asset Planning's portfolio in Q3 2026, its #48 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Invesco S&P 500 Quality ETF position peaked at $773K in Q2 2026.
708 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.