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

IMA Advisory Services’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	$8.02K	Hold	89	–	–	﹤0.01%	797
2026 Q1	$6.69K	Hold	89	–	–	﹤0.01%	356
2025 Q4	$6.68K	Hold	89	–	–	﹤0.01%	371
2025 Q3	$6.52K	Hold	89	–	–	﹤0.01%	327
2025 Q2	$6.34K	Hold	89	–	–	﹤0.01%	320
2025 Q1	$5.9K	Buy	+89	New	+$6.1K	﹤0.01%	318
2021 Q2	–	Sell	-512	Closed	-$23K	–	300
2021 Q1	$23K	Buy	+512	New	+$22.1K	0.01%	190

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

IMA Advisory Services's SPHQ Position: Q2 2026 in Review

IMA Advisory Services held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 89 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

IMA Advisory Services first reported a position in SPHQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $23K in Q1 2021. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

IMA Advisory Services held 89 shares of Invesco S&P 500 Quality ETF worth $8.02K as of Q2 2026.
IMA Advisory Services left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #797 holding.
IMA Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and has held it in 7 quarters since.
IMA Advisory Services's Invesco S&P 500 Quality ETF position peaked at $23K in Q1 2021.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.