Independence Bank of Kentucky’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Independence Bank of Kentucky’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	$100K	Hold	1,114	–	–	0.01%	340
2026 Q1	$83.8K	Hold	1,114	–	–	0.01%	363
2025 Q4	$83.6K	Buy	1,114 +650	+140%	+$48.3K	0.01%	374
2025 Q3	$34K	Hold	464	–	–	﹤0.01%	444
2025 Q2	$33.1K	Buy	+464	New	+$31.4K	﹤0.01%	438

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Independence Bank of Kentucky's SPHQ Position: Q2 2026 in Review

Independence Bank of Kentucky held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 1,114 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #340.

Independence Bank of Kentucky first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Independence Bank of Kentucky held 1,114 shares of Invesco S&P 500 Quality ETF worth $100K as of Q2 2026.
Independence Bank of Kentucky 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 Independence Bank of Kentucky's portfolio in Q2 2026, its #340 holding.
Independence Bank of Kentucky first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
670 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.