Kingswood Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kingswood Wealth Advisors’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	$1.29M	Buy	14,267 +1,461	+11%	+$121K	0.05%	352
2026 Q1	$963K	Hold	12,806	–	–	0.05%	385
2025 Q4	$961K	Sell	12,806 -200	-2%	-$14.9K	0.05%	359
2025 Q3	$953K	Sell	13,006 -900	-6%	-$65K	0.06%	322
2025 Q2	$991K	Hold	13,906	–	–	0.08%	264
2025 Q1	$923K	Sell	13,906 -80	-0.6%	-$5.48K	0.08%	265
2024 Q4	$937K	Buy	+13,986	New	+$948K	0.07%	287
2024 Q3	–	Sell	-13,470	Closed	-$856K	–	743
2024 Q2	$856K	Buy	13,470 +3,470	+35%	+$212K	0.08%	266
2024 Q1	$604K	Sell	10,000 -3,600	-26%	-$206K	0.07%	300
2023 Q4	$735K	Buy	+13,600	New	+$699K	0.08%	261

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

Kingswood Wealth Advisors's SPHQ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 11% in Q2 2026, buying an estimated $121K and bringing the position to 14,267 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #352.

Kingswood Wealth Advisors first reported a position in SPHQ in Q4 2023 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Kingswood Wealth Advisors held 14,267 shares of Invesco S&P 500 Quality ETF worth $1.29M as of Q2 2026.
Kingswood Wealth Advisors bought 1,461 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $121K.
Invesco S&P 500 Quality ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #352 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 10 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.