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Institute for Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Institute for Wealth Management’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 		$2.21M Buy
24,554
+1
+0% +$83 0.2% 102
2026
Q1 		$1.85M Sell
24,553
-559
-2% -$43.5K 0.2% 118
2025
Q4 		$1.88M Sell
25,112
-3,256
-11% -$242K 0.2% 108
2025
Q3 		$2.08M Buy
28,368
+1
+0% +$72 0.22% 97
2025
Q2 		$2.02M Sell
28,367
-173
-0.6% -$11.7K 0.23% 95
2025
Q1 		$1.89M Sell
28,540
-341
-1% -$23.4K 0.24% 92
2024
Q4 		$1.94M Sell
28,881
-173
-0.6% -$11.7K 0.24% 88
2024
Q3 		$1.95M Buy
29,054
+333
+1% +$21.6K 0.25% 89
2024
Q2 		$1.82M Buy
28,721
+1
+0% +$61 0.24% 88
2024
Q1 		$1.74M Buy
28,720
+1
+0% +$57 0.22% 95
2023
Q4 		$1.55M Sell
28,719
-640
-2% -$32.9K 0.25% 93
2023
Q3 		$1.47M Sell
29,359
-156
-0.5% -$8K 0.26% 91
2023
Q2 		$1.49M Sell
29,515
-800
-3% -$38.5K 0.25% 99
2023
Q1 		$1.43M Hold
30,315
– – 0.27% 94
2022
Q4 		$1.33M Sell
30,315
-175
-0.6% -$7.64K 0.28% 96
2022
Q3 		$1.21M Hold
30,490
– – 0.27% 100
2022
Q2 		$1.28M Hold
30,490
– – 0.25% 101
2022
Q1 		$1.52M Hold
30,490
– – 0.25% 104
2021
Q4 		$1.62M Hold
30,490
– – 0.26% 95
2021
Q3 		$1.48M Hold
30,490
– – 0.26% 98
2021
Q2 		$1.48M Hold
30,490
– – 0.26% 97
2021
Q1 		$1.35M Sell
30,490
-505
-2% -$21.8K 0.26% 99
2020
Q4 		$1.3M Sell
30,995
-805
-3% -$32.3K 0.26% 100
2020
Q3 		$1.23M Sell
31,800
-10,578
-25% -$400K 0.28% 93
2020
Q2 		$1.5M Buy
42,378
+559
+1% +$18.9K 0.37% 61
2020
Q1 		$1.25M Sell
41,819
-500
-1% -$17.3K 0.39% 66
2019
Q4 		$1.55M Buy
42,319
+599
+1% +$20.9K 0.35% 68
2019
Q3 		$1.4M Buy
41,720
+471
+1% +$15.7K 0.35% 70
2019
Q2 		$1.37M Buy
41,249
+797
+2% +$26K 0.3% 80
2019
Q1 		$1.3M Buy
40,452
+968
+2% +$29.4K 0.28% 91
2018
Q4 		$1.1M Buy
+39,484
New +$1.19M 0.45% 66

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

Institute for Wealth Management's SPHQ Position: Q2 2026 in Review

Institute for Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0% in Q2 2026, buying an estimated $83 and bringing the position to 24,554 shares worth $2.21M. The position accounts for 0.2% of the portfolio, ranked #102.

Institute for Wealth Management first reported a position in SPHQ in Q4 2018 and has held it in 31 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Institute for Wealth Management held 24,554 shares of Invesco S&P 500 Quality ETF worth $2.21M as of Q2 2026.
  • Institute for Wealth Management bought 1 Invesco S&P 500 Quality ETF share in Q2 2026, an estimated $83.
  • Invesco S&P 500 Quality ETF made up 0.2% of Institute for Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Institute for Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 31 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.