Hibernia Wealth Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Hibernia Wealth Partners’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	$292K	Sell	3,237 -3,237	-50%	-$269K	0.16%	59
2026 Q1	$487K	Sell	6,474 -564	-8%	-$43.9K	0.14%	59
2025 Q4	$528K	Buy	7,038 +2,522	+56%	+$187K	0.16%	51
2025 Q3	$331K	Sell	4,516 -4,516	-50%	-$326K	0.21%	40
2025 Q2	$644K	Buy	9,032 +3,324	+58%	+$225K	0.21%	39
2025 Q1	$379K	Sell	5,708 -3,932	-41%	-$269K	0.27%	32
2024 Q4	$646K	Sell	9,640 -12,638	-57%	-$857K	0.42%	26
2024 Q3	$1.5M	Sell	22,278 -9,974	-31%	-$648K	0.45%	26
2024 Q2	$2.05M	Buy	32,252 +12,957	+67%	+$790K	0.71%	20
2024 Q1	$1.17M	Buy	+19,295	New	+$1.11M	0.79%	20

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

Hibernia Wealth Partners's SPHQ Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 50% in Q2 2026, selling an estimated $269K and leaving 3,237 shares worth $292K. The position accounts for 0.16% of the portfolio, ranked #59.

Hibernia Wealth Partners first reported a position in SPHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.05M in Q2 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Hibernia Wealth Partners held 3,237 shares of Invesco S&P 500 Quality ETF worth $292K as of Q2 2026.
Hibernia Wealth Partners sold 3,237 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $269K.
Invesco S&P 500 Quality ETF made up 0.16% of Hibernia Wealth Partners's portfolio in Q2 2026, its #59 holding.
Hibernia Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 10 quarters since.
Hibernia Wealth Partners's Invesco S&P 500 Quality ETF position peaked at $2.05M in Q2 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.