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

Intrua Financial’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	$2.87M	Buy	31,896 +1	+0%	+$83	0.26%	78
2026 Q1	$2.4M	Sell	31,895 -74	-0.2%	-$5.75K	0.25%	77
2025 Q4	$2.4M	Buy	31,969 +334	+1%	+$24.8K	0.25%	74
2025 Q3	$2.32M	Sell	31,635 -549	-2%	-$39.6K	0.25%	74
2025 Q2	$2.29M	Sell	32,184 -4,011	-11%	-$271K	0.31%	59
2025 Q1	$2.4M	Sell	36,195 -60,506	-63%	-$4.14M	0.35%	58
2024 Q4	$6.48M	Sell	96,701 -4,306	-4%	-$292K	0.99%	18
2024 Q3	$6.79M	Sell	101,007 -4,515	-4%	-$293K	1.01%	18
2024 Q2	$6.7M	Sell	105,522 -45,021	-30%	-$2.74M	1%	17
2024 Q1	$9.1M	Buy	150,543 +6,015	+4%	+$345K	1.31%	12
2023 Q4	$7.82M	Buy	+144,528	New	+$7.43M	1.14%	13

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

Intrua Financial's SPHQ Position: Q2 2026 in Review

Intrua Financial increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0% in Q2 2026, buying an estimated $83 and bringing the position to 31,896 shares worth $2.87M. The position accounts for 0.26% of the portfolio, ranked #78.

Intrua Financial first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.1M in Q1 2024. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Intrua Financial held 31,896 shares of Invesco S&P 500 Quality ETF worth $2.87M as of Q2 2026.
Intrua Financial bought 1 Invesco S&P 500 Quality ETF share in Q2 2026, an estimated $83.
Invesco S&P 500 Quality ETF made up 0.26% of Intrua Financial's portfolio in Q2 2026, its #78 holding.
Intrua Financial first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
Intrua Financial's Invesco S&P 500 Quality ETF position peaked at $9.1M in Q1 2024.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.