KFG
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Kingdom Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kingdom Financial Group’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 		$13.2K Sell
146
-372
-72% -$30.9K ﹤0.01% 433
2026
Q1 		$38.9K Buy
+518
New +$40.3K 0.01% 296

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

Kingdom Financial Group's SPHQ Position: Q2 2026 in Review

Kingdom Financial Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 72% in Q2 2026, selling an estimated $30.9K and leaving 146 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Kingdom Financial Group first reported a position in SPHQ in Q1 2026 and has held it in 2 quarters since. The position peaked at $38.9K in Q1 2026. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Kingdom Financial Group held 146 shares of Invesco S&P 500 Quality ETF worth $13.2K as of Q2 2026.
  • Kingdom Financial Group sold 372 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $30.9K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #433 holding.
  • Kingdom Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingdom Financial Group's Invesco S&P 500 Quality ETF position peaked at $38.9K in Q1 2026.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.