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

HHM 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	$2.03M	Hold	22,476	–	–	0.2%	47
2026 Q1	$1.69M	Hold	22,476	–	–	0.19%	49
2025 Q4	$1.69M	Hold	22,476	–	–	0.2%	48
2025 Q3	$1.65M	Hold	22,476	–	–	0.19%	50
2025 Q2	$1.6M	Sell	22,476 -810	-3%	-$54.8K	0.19%	52
2025 Q1	$1.54M	Hold	23,286	–	–	0.21%	50
2024 Q4	$1.56M	Sell	23,286 -2,565	-10%	-$174K	0.21%	51
2024 Q3	$1.74M	Hold	25,851	–	–	0.25%	41
2024 Q2	$1.64M	Hold	25,851	–	–	0.25%	41
2024 Q1	$1.56M	Sell	25,851 -2,565	-9%	-$147K	0.26%	35
2023 Q4	$1.54M	Sell	28,416 -375	-1%	-$19.3K	0.27%	33
2023 Q3	$1.44M	Hold	28,791	–	–	0.28%	30
2023 Q2	$1.45M	Hold	28,791	–	–	0.27%	31
2023 Q1	$1.36M	Hold	28,791	–	–	0.28%	31
2022 Q4	$1.27M	Hold	28,791	–	–	0.29%	31
2022 Q3	$1.14M	Hold	28,791	–	–	0.3%	27
2022 Q2	$1.21M	Hold	28,791	–	–	0.31%	27
2022 Q1	$1.44M	Hold	28,791	–	–	0.34%	27
2021 Q4	$1.53M	Hold	28,791	–	–	0.37%	26
2021 Q3	$1.4M	Hold	28,791	–	–	0.38%	25
2021 Q2	$1.4M	Buy	+28,791	New	+$1.34M	0.38%	26

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

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

HHM Wealth Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 22,476 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #47.

HHM Wealth Advisors first reported a position in SPHQ in Q2 2021 and has held it in 21 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

HHM Wealth Advisors held 22,476 shares of Invesco S&P 500 Quality ETF worth $2.03M as of Q2 2026.
HHM Wealth Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.2% of HHM Wealth Advisors's portfolio in Q2 2026, its #47 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 21 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.