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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Harbor Asset Planning's SPHQ Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.11% in Q2 2026, buying an estimated $748 and bringing the position to 8,576 shares worth $773K. The position accounts for 0.58% of the portfolio, ranked #45.

Harbor Asset Planning first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Harbor Asset Planning held 8,576 shares of Invesco S&P 500 Quality ETF worth $773K as of Q2 2026.
Harbor Asset Planning bought 9 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $748.
Invesco S&P 500 Quality ETF made up 0.58% of Harbor Asset Planning's portfolio in Q2 2026, its #45 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.