Journey Strategic Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Journey Strategic Wealth’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 Q1	$327K	Sell	4,352 -87	-2%	-$6.76K	0.01%	500
2025 Q4	$333K	Sell	4,439 -1,131	-20%	-$84K	0.01%	464
2025 Q3	$408K	Sell	5,570 -595	-10%	-$42.9K	0.01%	351
2025 Q2	$439K	Sell	6,165 -415	-6%	-$28.1K	0.01%	323
2025 Q1	$437K	Buy	+6,580	New	+$451K	0.02%	254

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Journey Strategic Wealth's SPHQ Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 2% in Q1 2026, selling an estimated $6.76K and leaving 4,352 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #500.

Journey Strategic Wealth first reported a position in SPHQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $439K in Q2 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Journey Strategic Wealth held 4,352 shares of Invesco S&P 500 Quality ETF worth $327K as of Q1 2026.
Journey Strategic Wealth sold 87 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $6.76K.
Invesco S&P 500 Quality ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #500 holding.
Journey Strategic Wealth first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 5 quarters since.
Journey Strategic Wealth's Invesco S&P 500 Quality ETF position peaked at $439K in Q2 2025.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.