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 Q3	$2.19M	Buy	26,098 +555	+2%	+$47.5K	0.65%	57
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%	-$4.76K	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

HF Advisory Group's SPHQ Position: Q3 2026 in Review

HF Advisory Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.2% in Q3 2026, buying an estimated $47.5K and bringing the position to 26,098 shares worth $2.19M. The position accounts for 0.65% of the portfolio, ranked #57.

HF Advisory Group first reported a position in SPHQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.3M in Q2 2026. 240 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

HF Advisory Group held 26,098 shares of Invesco S&P 500 Quality ETF worth $2.19M as of Q3 2026.
HF Advisory Group bought 555 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $47.5K.
Invesco S&P 500 Quality ETF made up 0.65% of HF Advisory Group's portfolio in Q3 2026, its #57 holding.
HF Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's Invesco S&P 500 Quality ETF position peaked at $2.3M in Q2 2026.
240 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.