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Independent Advisor Alliance’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-1,059,017
Closed -$79.6M – 1548
2026
Q1 		$79.6M Buy
+1,059,017
New +$82.3M 0.85% 16
2025
Q1 		– Sell
-1,257,112
Closed -$84.3M – 1291
2024
Q4 		$84.3M Buy
+1,257,112
New +$85.2M 1.12% 12

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Independent Advisor Alliance's SPHQ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 1,059,017 shares — an estimated $79.6M sold.

Independent Advisor Alliance first reported a position in SPHQ in Q4 2024 and held it in 2 quarters. The position peaked at $84.3M in Q4 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,059,017 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $79.6M.
  • Independent Advisor Alliance first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco S&P 500 Quality ETF position peaked at $84.3M in Q4 2024.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.