Insigneo Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Insigneo Advisory Services’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	$236K	Buy	+2,614	New	+$217K	0.01%	725
2025 Q4	–	Sell	-5,872	Closed	-$430K	–	834
2025 Q3	$430K	Buy	5,872 +356	+6%	+$25.7K	0.03%	406
2025 Q2	$393K	Buy	+5,516	New	+$373K	0.03%	391

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

Insigneo Advisory Services's SPHQ Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,614 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in SPHQ as recently as Q3 2025.

Insigneo Advisory Services first reported a position in SPHQ in Q2 2025 and has held it in 3 quarters since. The position peaked at $430K in Q3 2025. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Insigneo Advisory Services held 2,614 shares of Invesco S&P 500 Quality ETF worth $236K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Insigneo Advisory Services position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #725 holding.
Insigneo Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 3 quarters since.
Insigneo Advisory Services's Invesco S&P 500 Quality ETF position peaked at $430K in Q3 2025.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.