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

IAG 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 		$5.14M Sell
57,066
-1,743
-3% -$145K 0.51% 43
2026
Q1 		$4.42M Sell
58,809
-4,448
-7% -$346K 0.49% 43
2025
Q4 		$4.75M Sell
63,257
-9,591
-13% -$712K 0.55% 38
2025
Q3 		$5.34M Sell
72,848
-9,667
-12% -$698K 0.64% 34
2025
Q2 		$5.88M Sell
82,515
-8,112
-9% -$549K 0.78% 29
2025
Q1 		$6.01M Sell
90,627
-5,647
-6% -$387K 0.93% 26
2024
Q4 		$6.45M Sell
96,274
-7,424
-7% -$503K 1.14% 25
2024
Q3 		$6.98M Sell
103,698
-6,503
-6% -$423K 1.29% 22
2024
Q2 		$7M Sell
110,201
-2,492
-2% -$152K 1.41% 21
2024
Q1 		$6.81M Sell
112,693
-3,245
-3% -$186K 1.46% 19
2023
Q4 		$6.27M Buy
115,938
+10,746
+10% +$552K 1.43% 19
2023
Q3 		$5.26M Buy
105,192
+3,187
+3% +$163K 1.47% 16
2023
Q2 		$5.15M Buy
102,005
+23,179
+29% +$1.12M 1.36% 16
2023
Q1 		$3.73M Buy
78,826
+24,547
+45% +$1.12M 1.03% 21
2022
Q4 		$2.39M Buy
54,279
+26,894
+98% +$1.17M 0.7% 26
2022
Q3 		$1.09M Buy
+27,385
New +$1.2M 0.36% 39

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

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

IAG Wealth Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3% in Q2 2026, selling an estimated $145K and leaving 57,066 shares worth $5.14M. The position accounts for 0.51% of the portfolio, ranked #43.

IAG Wealth Partners first reported a position in SPHQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $7M in Q2 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • IAG Wealth Partners held 57,066 shares of Invesco S&P 500 Quality ETF worth $5.14M as of Q2 2026.
  • IAG Wealth Partners sold 1,743 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $145K.
  • Invesco S&P 500 Quality ETF made up 0.51% of IAG Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • IAG Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2022 and has held it in 16 quarters since.
  • IAG Wealth Partners's Invesco S&P 500 Quality ETF position peaked at $7M in Q2 2024.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.