Independent Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Independent Financial Group’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	$1.11M	Buy	12,353 +1,222	+11%	+$102K	0.02%	646
2026 Q1	$837K	Buy	11,131 +123	+1%	+$9.56K	0.02%	691
2025 Q4	$826K	Buy	11,008 +5,237	+91%	+$389K	0.02%	696
2025 Q3	$423K	Buy	5,771 +200	+4%	+$14.4K	0.01%	920
2025 Q2	$397K	Buy	5,571 +1,250	+29%	+$84.5K	0.01%	884
2025 Q1	$287K	Buy	4,321 +300	+7%	+$20.6K	0.01%	952
2024 Q4	$270K	Hold	4,021	–	–	0.01%	937
2024 Q3	$270K	Buy	4,021 +39	+1%	+$2.54K	0.01%	920
2024 Q2	$253K	Sell	3,982 -200	-5%	-$12.2K	0.01%	912
2024 Q1	$253K	Buy	4,182 +259	+7%	+$14.8K	0.01%	862
2023 Q4	$212K	Buy	+3,923	New	+$202K	0.01%	870

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

Independent Financial Group's SPHQ Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 12,353 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #646.

Independent Financial Group first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Independent Financial Group held 12,353 shares of Invesco S&P 500 Quality ETF worth $1.11M as of Q2 2026.
Independent Financial Group bought 1,222 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $102K.
Invesco S&P 500 Quality ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #646 holding.
Independent Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.