HF Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

HF Advisory Group’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	$2.3M	Buy	25,543 +196	+0.8%	+$16.3K	0.71%	55
2026 Q1	$1.91M	Buy	25,347 +514	+2%	+$40K	0.65%	57
2025 Q4	$1.86M	Buy	24,833 +839	+3%	+$62.3K	0.65%	56
2025 Q3	$1.76M	Buy	23,994 +1,161	+5%	+$83.8K	0.65%	57
2025 Q2	$1.63M	Sell	22,833 -369	-2%	-$25K	0.64%	56
2025 Q1	$1.54M	Buy	23,202 +906	+4%	+$62.1K	0.67%	53
2024 Q4	$1.49M	Buy	22,296 +1,239	+6%	+$84K	0.69%	54
2024 Q3	$1.42M	Buy	21,057 +563	+3%	+$36.6K	0.66%	57
2024 Q2	$1.3M	Buy	20,494 +2,364	+13%	+$144K	0.67%	54
2024 Q1	$1.1M	Sell	18,130 -83	-0.5%	-$4.75K	0.61%	61
2023 Q4	$985K	Buy	18,213 +110	+0.6%	+$5.65K	0.63%	57
2023 Q3	$909K	Sell	18,103 -1,201	-6%	-$61.6K	0.67%	54
2023 Q2	$974K	Sell	19,304 -33	-0.2%	-$1.59K	0.77%	49
2023 Q1	$915K	Buy	19,337 +562	+3%	+$25.7K	0.81%	45
2022 Q4	$826K	Buy	+18,775	New	+$820K	0.84%	40

Other funds holding SPHQ

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

CWM

Clearview Wealth Management Irvine, California $156M AUM

HF Advisory Group's SPHQ Position: Q2 2026 in Review

HF Advisory Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.77% in Q2 2026, buying an estimated $16.3K and bringing the position to 25,543 shares worth $2.3M. The position accounts for 0.71% of the portfolio, ranked #55.

HF Advisory Group first reported a position in SPHQ in Q4 2022 and has held it in 15 quarters since. 189 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

HF Advisory Group held 25,543 shares of Invesco S&P 500 Quality ETF worth $2.3M as of Q2 2026.
HF Advisory Group bought 196 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $16.3K.
Invesco S&P 500 Quality ETF made up 0.71% of HF Advisory Group's portfolio in Q2 2026, its #55 holding.
HF Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 15 quarters since.
189 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.