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Heritage Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Heritage Wealth Advisors’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
Q1 		$353M Buy
4,688,734
+4,636,549
+8,885% +$361M 13.77% 2
2025
Q4 		$3.92M Buy
52,185
+17,411
+50% +$1.29M 0.15% 49
2025
Q3 		$2.55M Buy
+34,774
New +$2.51M 0.11% 50

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Heritage Wealth Advisors's SPHQ Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8,885% in Q1 2026, buying an estimated $361M and bringing the position to 4,688,734 shares worth $353M. The position accounts for 13.77% of the portfolio, ranked #2.

Heritage Wealth Advisors first reported a position in SPHQ in Q3 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Heritage Wealth Advisors held 4,688,734 shares of Invesco S&P 500 Quality ETF worth $353M as of Q1 2026.
  • Heritage Wealth Advisors bought 4,636,549 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $361M.
  • Invesco S&P 500 Quality ETF made up 13.77% of Heritage Wealth Advisors's portfolio in Q1 2026, its #2 holding.
  • Heritage Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.