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SPHQ icon

Harbour Investments’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Harbour Investments’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 		$19.9M Buy
220,483
+12,174
+6% +$1.01M 0.27% 74
2026
Q1 		$15.7M Buy
208,309
+53,752
+35% +$4.18M 0.24% 81
2025
Q4 		$11.6M Buy
154,557
+39,816
+35% +$2.96M 0.24% 78
2025
Q3 		$8.41M Buy
114,741
+5,499
+5% +$397K 0.19% 94
2025
Q2 		$7.78M Sell
109,242
-424
-0.4% -$28.7K 0.2% 94
2025
Q1 		$7.28M Buy
109,666
+5,168
+5% +$354K 0.21% 89
2024
Q4 		$7M Buy
104,498
+12,799
+14% +$868K 0.2% 88
2024
Q3 		$6.17M Buy
91,699
+13,687
+18% +$889K 0.19% 100
2024
Q2 		$4.96M Buy
78,012
+10,501
+16% +$640K 0.17% 107
2024
Q1 		$4.08M Buy
67,511
+12,038
+22% +$690K 0.14% 132
2023
Q4 		$3M Buy
55,473
+10,266
+23% +$528K 0.12% 158
2023
Q3 		$2.26M Buy
45,207
+3,505
+8% +$180K 0.11% 172
2023
Q2 		$2.1M Buy
41,702
+300
+0.7% +$14.5K 0.1% 192
2023
Q1 		$1.96M Sell
41,402
-646
-2% -$29.5K 0.11% 183
2022
Q4 		$1.85M Sell
42,048
-2,739
-6% -$120K 0.11% 182
2022
Q3 		$1.88M Hold
44,787
– – 0.13% 155
2022
Q2 		$1.88M Buy
+44,787
New +$2.06M 0.13% 155
2021
Q4 		$2.38M Sell
44,781
-2,556
-5% -$132K 0.14% 152
2021
Q3 		$2.3M Buy
47,337
+3,737
+9% +$187K 0.07% 246
2021
Q2 		$2.12M Sell
43,600
-350
-0.8% -$16.3K 0.07% 268
2021
Q1 		$1.95M Buy
+43,950
New +$1.9M 0.07% 259

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Harbour Investments's SPHQ Position: Q2 2026 in Review

Harbour Investments increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.8% in Q2 2026, buying an estimated $1.01M and bringing the position to 220,483 shares worth $19.9M. The position accounts for 0.27% of the portfolio, ranked #74.

Harbour Investments first reported a position in SPHQ in Q1 2021 and has held it in 21 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Harbour Investments held 220,483 shares of Invesco S&P 500 Quality ETF worth $19.9M as of Q2 2026.
  • Harbour Investments bought 12,174 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.01M.
  • Invesco S&P 500 Quality ETF made up 0.27% of Harbour Investments's portfolio in Q2 2026, its #74 holding.
  • Harbour Investments first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and has held it in 21 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.