Intelligence Driven Advisers’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Intelligence Driven Advisers’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	$1.74M	Hold	19,260	–	–	0.28%	38
2026 Q1	$1.45M	Hold	19,260	–	–	0.25%	37
2025 Q4	$1.45M	Hold	19,260	–	–	0.21%	41
2025 Q3	$1.41M	Hold	19,260	–	–	0.2%	40
2025 Q2	$1.37M	Hold	19,260	–	–	0.21%	41
2025 Q1	$1.28M	Hold	19,260	–	–	0.25%	37
2024 Q4	$1.29M	Sell	19,260 -7,644	-28%	-$518K	0.24%	37
2024 Q3	$1.81M	Buy	26,904 +21	+0.1%	+$1.36K	0.26%	28
2024 Q2	$1.71M	Buy	26,883 +22	+0.1%	+$1.34K	0.24%	29
2024 Q1	$1.62M	Sell	26,861 -304	-1%	-$17.4K	0.24%	29
2023 Q4	$1.51M	Sell	27,165 -25,682	-49%	-$1.32M	0.24%	28
2023 Q3	$2.62M	Sell	52,847 -1,656	-3%	-$84.9K	0.47%	24
2023 Q2	$2.72M	Sell	54,503 -15,743	-22%	-$758K	0.48%	26
2023 Q1	$3.33M	Sell	70,246 -1,358	-2%	-$62.1K	0.6%	31
2022 Q4	$3.21M	Buy	71,604 +59,563	+495%	+$2.6M	0.59%	30
2022 Q3	$505K	Buy	+12,041	New	+$528K	0.1%	71

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

Intelligence Driven Advisers's SPHQ Position: Q2 2026 in Review

Intelligence Driven Advisers held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 19,260 shares worth $1.74M. The position accounts for 0.28% of the portfolio, ranked #38.

Intelligence Driven Advisers first reported a position in SPHQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.33M in Q1 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Intelligence Driven Advisers held 19,260 shares of Invesco S&P 500 Quality ETF worth $1.74M as of Q2 2026.
Intelligence Driven Advisers left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.28% of Intelligence Driven Advisers's portfolio in Q2 2026, its #38 holding.
Intelligence Driven Advisers first reported a position in Invesco S&P 500 Quality ETF in Q3 2022 and has held it in 16 quarters since.
Intelligence Driven Advisers's Invesco S&P 500 Quality ETF position peaked at $3.33M in Q1 2023.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.