Kane Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kane Investment Management’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	$1.93M	Buy	21,467 +5,465	+34%	+$454K	0.82%	29
2026 Q1	$1.2M	Buy	16,002 +2,847	+22%	+$221K	0.62%	41
2025 Q4	$987K	Sell	13,155 -4,568	-26%	-$339K	0.48%	46
2025 Q3	$1.3M	Sell	17,723 -749	-4%	-$54.1K	0.63%	41
2025 Q2	$1.32M	Buy	18,472 +2,941	+19%	+$199K	0.69%	35
2025 Q1	$1.03M	Buy	15,531 +7,982	+106%	+$547K	0.5%	42
2024 Q4	$506K	Buy	+7,549	New	+$512K	0.28%	72

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

Kane Investment Management's SPHQ Position: Q2 2026 in Review

Kane Investment Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 34% in Q2 2026, buying an estimated $454K and bringing the position to 21,467 shares worth $1.93M. The position accounts for 0.82% of the portfolio, ranked #29.

Kane Investment Management first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Kane Investment Management held 21,467 shares of Invesco S&P 500 Quality ETF worth $1.93M as of Q2 2026.
Kane Investment Management bought 5,465 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $454K.
Invesco S&P 500 Quality ETF made up 0.82% of Kane Investment Management's portfolio in Q2 2026, its #29 holding.
Kane Investment Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Kane Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.