Hershey Financial Advisers’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Hershey Financial Advisers’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	$2.14M	Sell	23,744 -4,561	-16%	-$379K	1.54%	21
2026 Q1	$2.13M	Buy	28,305 +6,334	+29%	+$493K	1.84%	16
2025 Q4	$1.65M	Buy	+21,971	New	+$1.63M	1.39%	29
2024 Q4	$505K	Buy	+7,529	New	+$510K	0.44%	54
2024 Q2	$16.2K	Buy	+255	New	+$15.5K	0.01%	90

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

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Hershey Financial Advisers's SPHQ Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 16% in Q2 2026, selling an estimated $379K and leaving 23,744 shares worth $2.14M. The position accounts for 1.54% of the portfolio, ranked #21.

Hershey Financial Advisers first reported a position in SPHQ in Q2 2024 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Hershey Financial Advisers held 23,744 shares of Invesco S&P 500 Quality ETF worth $2.14M as of Q2 2026.
Hershey Financial Advisers sold 4,561 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $379K.
Invesco S&P 500 Quality ETF made up 1.54% of Hershey Financial Advisers's portfolio in Q2 2026, its #21 holding.
Hershey Financial Advisers first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 5 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.