Investor's Fiduciary Advisor Network’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Investor's Fiduciary Advisor Network’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	$393K	Sell	4,371 -1,950	-31%	-$162K	0.13%	143
2026 Q1	$475K	Buy	6,321 +56	+0.9%	+$4.36K	0.15%	159
2025 Q4	$470K	Hold	6,265	–	–	0.1%	178
2025 Q3	$459K	Buy	6,265 +17	+0.3%	+$1.23K	0.16%	147
2025 Q2	$445K	Buy	6,248 +17	+0.3%	+$1.15K	0.17%	141
2025 Q1	$413K	Hold	6,231	–	–	0.19%	120
2024 Q4	$417K	Buy	+6,231	New	+$422K	0.16%	147

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

Investor's Fiduciary Advisor Network's SPHQ Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 31% in Q2 2026, selling an estimated $162K and leaving 4,371 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #143.

Investor's Fiduciary Advisor Network first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $475K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Investor's Fiduciary Advisor Network held 4,371 shares of Invesco S&P 500 Quality ETF worth $393K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 1,950 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $162K.
Invesco S&P 500 Quality ETF made up 0.13% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #143 holding.
Investor's Fiduciary Advisor Network first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Invesco S&P 500 Quality ETF position peaked at $475K in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.