HFM
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Hartford Financial Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Hartford Financial Management’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 		$2.22M Sell
24,602
-691
-3% -$57.4K 0.49% 50
2026
Q1 		$1.9M Sell
25,293
-54,182
-68% -$4.21M 0.48% 59
2025
Q4 		$5.96M Buy
79,475
+1,241
+2% +$92.2K 1.55% 16
2025
Q3 		$5.73M Buy
78,234
+13,169
+20% +$951K 1.52% 18
2025
Q2 		$4.64M Sell
65,065
-8,320
-11% -$563K 1.27% 21
2025
Q1 		$4.87M Buy
73,385
+216
+0.3% +$14.8K 1.01% 34
2024
Q4 		$4.9M Sell
73,169
-436
-0.6% -$29.6K 1% 32
2024
Q3 		$4.95M Sell
73,605
-251
-0.3% -$16.3K 1.01% 33
2024
Q2 		$4.69M Buy
73,856
+20,904
+39% +$1.27M 1.01% 31
2024
Q1 		$3.2M Buy
52,952
+14,485
+38% +$830K 0.68% 49
2023
Q4 		$2.08M Buy
38,467
+5,319
+16% +$273K 0.47% 67
2023
Q3 		$1.66M Sell
33,148
-665
-2% -$34.1K 0.42% 78
2023
Q2 		$1.71M Buy
33,813
+6,044
+22% +$291K 0.42% 77
2023
Q1 		$1.31M Buy
27,769
+10,401
+60% +$476K 0.34% 95
2022
Q4 		$764K Buy
17,368
+6,770
+64% +$296K 0.2% 120
2022
Q3 		$421K Buy
10,598
+4,194
+65% +$184K 0.12% 129
2022
Q2 		$269K Buy
6,404
+3,032
+90% +$139K 0.07% 140
2022
Q1 		$168K Buy
3,372
+1,401
+71% +$70.6K 0.04% 157
2021
Q4 		$105K Hold
1,971
– – 0.02% 177
2021
Q3 		$96K Hold
1,971
– – 0.02% 179
2021
Q2 		$96K Hold
1,971
– – 0.02% 179
2021
Q1 		$87K Hold
1,971
– – 0.02% 179
2020
Q4 		$83K Hold
1,971
– – 0.02% 178
2020
Q3 		$76K Hold
1,971
– – 0.02% 174
2020
Q2 		$70K Hold
1,971
– – 0.02% 177
2020
Q1 		$59K Hold
1,971
– – 0.02% 177
2019
Q4 		$72K Hold
1,971
– – 0.02% 195
2019
Q3 		$66K Hold
1,971
– – 0.02% 198
2019
Q2 		$65K Hold
1,971
– – 0.02% 200
2019
Q1 		$63K Hold
1,971
– – 0.02% 202
2018
Q4 		$55K Hold
1,971
– – 0.02% 204
2018
Q3 		$65K Hold
1,971
– – 0.02% 215
2018
Q2 		$59K Buy
+1,971
New +$59.5K 0.02% 219

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

Hartford Financial Management's SPHQ Position: Q2 2026 in Review

Hartford Financial Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.7% in Q2 2026, selling an estimated $57.4K and leaving 24,602 shares worth $2.22M. The position accounts for 0.49% of the portfolio, ranked #50.

Hartford Financial Management first reported a position in SPHQ in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.96M in Q4 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Hartford Financial Management held 24,602 shares of Invesco S&P 500 Quality ETF worth $2.22M as of Q2 2026.
  • Hartford Financial Management sold 691 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $57.4K.
  • Invesco S&P 500 Quality ETF made up 0.49% of Hartford Financial Management's portfolio in Q2 2026, its #50 holding.
  • Hartford Financial Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 33 quarters since.
  • Hartford Financial Management's Invesco S&P 500 Quality ETF position peaked at $5.96M in Q4 2025.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.