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

IFG Advisory’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	$9.06M	Buy	+100,537	New	+$8.36M	0.32%	87
2026 Q1	–	Sell	-26,243	Closed	-$1.97M	–	793
2025 Q4	$1.97M	Buy	26,243 +12,735	+94%	+$946K	0.09%	244
2025 Q3	$990K	Buy	13,508 +442	+3%	+$31.9K	0.05%	361
2025 Q2	$931K	Buy	13,066 +9,561	+273%	+$647K	0.05%	358
2025 Q1	$233K	Sell	3,505 -11	-0.3%	-$754	0.01%	628
2024 Q4	$236K	Buy	+3,516	New	+$238K	0.01%	601

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

IFG Advisory's SPHQ Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 100,537 shares worth $9.06M. The stake represents 0.32% of the portfolio and ranks #87 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPHQ as recently as Q4 2025.

IFG Advisory first reported a position in SPHQ in Q4 2024 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

IFG Advisory held 100,537 shares of Invesco S&P 500 Quality ETF worth $9.06M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new IFG Advisory position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.32% of IFG Advisory's portfolio in Q2 2026, its #87 holding.
IFG Advisory first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 6 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.