IHT Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

IHT Wealth Management’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	$20.7M	Buy	230,119 +6,299	+3%	+$524K	0.44%	47
2026 Q1	$16.8M	Buy	223,820 +17,379	+8%	+$1.35M	0.39%	54
2025 Q4	$15.5M	Buy	206,441 +43,706	+27%	+$3.25M	0.38%	57
2025 Q3	$11.9M	Buy	162,735 +14,352	+10%	+$1.04M	0.3%	74
2025 Q2	$10.6M	Buy	148,383 +17,579	+13%	+$1.19M	0.29%	80
2025 Q1	$8.68M	Buy	130,804 +17,967	+16%	+$1.23M	0.27%	81
2024 Q4	$7.56M	Buy	112,837 +11,567	+11%	+$784K	0.24%	80
2024 Q3	$6.8M	Buy	101,270 +20,439	+25%	+$1.33M	0.19%	101
2024 Q2	$5.14M	Buy	80,831 +24,569	+44%	+$1.5M	0.19%	105
2024 Q1	$3.4M	Buy	56,262 +22,150	+65%	+$1.27M	0.14%	149
2023 Q4	$1.84M	Buy	34,112 +2,711	+9%	+$139K	0.08%	235
2023 Q3	$1.57M	Buy	31,401 +9,308	+42%	+$477K	0.08%	243
2023 Q2	$1.11M	Buy	22,093 +13,150	+147%	+$633K	0.06%	316
2023 Q1	$423K	Buy	+8,943	New	+$409K	0.02%	561
2022 Q4	–	Sell	-63,114	Closed	-$2.51M	–	936
2022 Q3	$2.51M	Sell	63,114 -6,358	-9%	-$279K	0.19%	115
2022 Q2	$2.92M	Sell	69,472 -41,530	-37%	-$1.91M	0.26%	86
2022 Q1	$5.54M	Buy	111,002 +93,051	+518%	+$4.69M	0.42%	43
2021 Q4	$955K	Buy	17,951 +2,170	+14%	+$112K	0.07%	269
2021 Q3	$766K	Buy	15,781 +623	+4%	+$31.1K	0.06%	308
2021 Q2	$737K	Sell	15,158 -46,172	-75%	-$2.15M	0.05%	401
2021 Q1	$2.72M	Sell	61,330 -8,387	-12%	-$362K	0.2%	115
2020 Q4	$2.94M	Buy	+69,717	New	+$2.8M	0.24%	93
2020 Q3	–	Sell	-21,501	Closed	-$761K	–	688
2020 Q2	$761K	Buy	+21,501	New	+$728K	0.1%	218

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

IHT Wealth Management's SPHQ Position: Q2 2026 in Review

IHT Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.8% in Q2 2026, buying an estimated $524K and bringing the position to 230,119 shares worth $20.7M. The position accounts for 0.44% of the portfolio, ranked #47.

IHT Wealth Management first reported a position in SPHQ in Q2 2020 and has held it in 23 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

IHT Wealth Management held 230,119 shares of Invesco S&P 500 Quality ETF worth $20.7M as of Q2 2026.
IHT Wealth Management bought 6,299 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $524K.
Invesco S&P 500 Quality ETF made up 0.44% of IHT Wealth Management's portfolio in Q2 2026, its #47 holding.
IHT Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and has held it in 23 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.