Impact Partnership Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Impact Partnership Wealth’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	$364K	Buy	4,036 +512	+15%	+$42.6K	0.04%	313
2026 Q1	$265K	Buy	+3,524	New	+$274K	0.03%	300
2024 Q1	–	Sell	-4	Closed	-$216	–	853
2023 Q4	$216	Sell	4 -40	-91%	-$2.06K	﹤0.01%	817
2023 Q3	$2.2K	Buy	44 +40	+1,000%	+$2.05K	﹤0.01%	822
2023 Q2	$202	Buy	+4	New	+$193	﹤0.01%	881

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

Impact Partnership Wealth's SPHQ Position: Q2 2026 in Review

Impact Partnership Wealth increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 15% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,036 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #313.

Impact Partnership Wealth first reported a position in SPHQ in Q2 2023 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Impact Partnership Wealth held 4,036 shares of Invesco S&P 500 Quality ETF worth $364K as of Q2 2026.
Impact Partnership Wealth bought 512 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $42.6K.
Invesco S&P 500 Quality ETF made up 0.04% of Impact Partnership Wealth's portfolio in Q2 2026, its #313 holding.
Impact Partnership Wealth first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and has held it in 5 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.