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Investors Research Corp’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Investors Research Corp’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 		$1.75M Sell
19,403
-250
-1% -$20.8K 0.31% 47
2026
Q1 		$1.48M Buy
19,653
+1,023
+5% +$79.5K 0.28% 54
2025
Q4 		$1.4M Sell
18,630
-48
-0.3% -$3.56K 0.26% 67
2025
Q3 		$1.37M Buy
18,678
+1,042
+6% +$75.2K 0.25% 74
2025
Q2 		$1.26M Buy
17,636
+1,749
+11% +$118K 0.25% 74
2025
Q1 		$1.05M Buy
15,887
+1,208
+8% +$82.8K 0.23% 93
2024
Q4 		$984K Buy
14,679
+700
+5% +$47.5K 0.22% 100
2024
Q3 		$940K Buy
13,979
+635
+5% +$41.3K 0.21% 115
2024
Q2 		$848K Buy
13,344
+741
+6% +$45.2K 0.2% 119
2024
Q1 		$761K Buy
12,603
+745
+6% +$42.7K 0.18% 144
2023
Q4 		$641K Buy
11,858
+657
+6% +$33.8K 0.15% 169
2023
Q3 		$560K Buy
11,201
+193
+2% +$9.89K 0.15% 182
2023
Q2 		$555K Buy
11,008
+276
+3% +$13.3K 0.14% 187
2023
Q1 		$508K Buy
10,732
+376
+4% +$17.2K 0.13% 206
2022
Q4 		$456K Buy
10,356
+1,212
+13% +$52.9K 0.12% 218
2022
Q3 		$363K Buy
9,144
+1,735
+23% +$76.1K 0.11% 227
2022
Q2 		$311K Buy
7,409
+1,813
+32% +$83.3K 0.09% 250
2022
Q1 		$279K Buy
5,596
+1,575
+39% +$79.3K 0.08% 272
2021
Q4 		$214K Buy
4,021
+1,019
+34% +$52.6K 0.06% 296
2021
Q3 		$146K Buy
3,002
+809
+37% +$40.4K 0.05% 338
2021
Q2 		$107K Buy
2,193
+1,052
+92% +$48.9K 0.04% 387
2021
Q1 		$51K Buy
1,141
+622
+120% +$26.9K 0.02% 508
2020
Q4 		$22K Buy
519
+247
+91% +$9.92K 0.01% 712
2020
Q3 		$11K Buy
272
+116
+74% +$4.39K 0.01% 813
2020
Q2 		$6K Buy
156
+33
+27% +$1.12K ﹤0.01% 895
2020
Q1 		$4K Buy
123
+87
+242% +$3.02K ﹤0.01% 944
2019
Q4 		$1K Buy
36
+18
+100% +$627 ﹤0.01% 1091
2019
Q3 		$1K Buy
+18
New +$600 ﹤0.01% 1098

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

Investors Research Corp's SPHQ Position: Q2 2026 in Review

Investors Research Corp reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.3% in Q2 2026, selling an estimated $20.8K and leaving 19,403 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #47.

Investors Research Corp first reported a position in SPHQ in Q3 2019 and has held it in 28 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Investors Research Corp held 19,403 shares of Invesco S&P 500 Quality ETF worth $1.75M as of Q2 2026.
  • Investors Research Corp sold 250 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $20.8K.
  • Invesco S&P 500 Quality ETF made up 0.31% of Investors Research Corp's portfolio in Q2 2026, its #47 holding.
  • Investors Research Corp first reported a position in Invesco S&P 500 Quality ETF in Q3 2019 and has held it in 28 quarters since.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.