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

IMG 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	$10K	Hold	111	–	–	0.01%	323
2026 Q1	$8.35K	Hold	111	–	–	0.01%	318
2025 Q4	$8.33K	Hold	111	–	–	0.01%	342
2025 Q3	$8.13K	Hold	111	–	–	0.01%	297
2025 Q2	$7.91K	Hold	111	–	–	0.01%	295
2025 Q1	$7.36K	Hold	111	–	–	0.01%	228
2024 Q4	$7.44K	Buy	+111	New	+$7.53K	0.01%	201

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

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

IMG Wealth Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 111 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #323.

IMG Wealth Management first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

IMG Wealth Management held 111 shares of Invesco S&P 500 Quality ETF worth $10K as of Q2 2026.
IMG Wealth Management 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 IMG Wealth Management's portfolio in Q2 2026, its #323 holding.
IMG Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.