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 Q2	$449M	Buy	4,978,794 +290,060	+6%	+$24.1M	15.4%	2
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Wealth Advisors's SPHQ Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 6.2% in Q2 2026, buying an estimated $24.1M and bringing the position to 4,978,794 shares worth $449M. The position accounts for 15.4% of the portfolio, ranked #2.

Heritage Wealth Advisors first reported a position in SPHQ in Q3 2025 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Heritage Wealth Advisors held 4,978,794 shares of Invesco S&P 500 Quality ETF worth $449M as of Q2 2026.
Heritage Wealth Advisors bought 290,060 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $24.1M.
Invesco S&P 500 Quality ETF made up 15.4% of Heritage Wealth Advisors's portfolio in Q2 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 4 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.