KPP Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

KPP Advisory Services’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	$7.17M	Sell	79,574 -1,441	-2%	-$120K	0.91%	27
2026 Q1	$6.09M	Sell	81,015 -6,996	-8%	-$544K	0.88%	28
2025 Q4	$6.61M	Buy	88,011 +4,830	+6%	+$359K	0.96%	25
2025 Q3	$6.1M	Buy	83,181 +2,047	+3%	+$148K	0.9%	23
2025 Q2	$5.78M	Buy	81,134 +15,168	+23%	+$1.03M	0.95%	25
2025 Q1	$4.38M	Sell	65,966 -30,100	-31%	-$2.06M	0.83%	29
2024 Q4	$6.44M	Buy	96,066 +7,212	+8%	+$489K	1.52%	14
2024 Q3	$5.98M	Buy	88,854 +48,666	+121%	+$3.16M	1.43%	16
2024 Q2	$2.55M	Buy	40,188 +634	+2%	+$38.6K	0.68%	43
2024 Q1	$2.39M	Buy	+39,554	New	+$2.27M	0.66%	39
2023 Q4	–	Sell	-59,507	Closed	-$2.98M	–	202
2023 Q3	$2.98M	Buy	+59,507	New	+$3.05M	0.98%	23

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

KPP Advisory Services's SPHQ Position: Q2 2026 in Review

KPP Advisory Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.8% in Q2 2026, selling an estimated $120K and leaving 79,574 shares worth $7.17M. The position accounts for 0.91% of the portfolio, ranked #27.

KPP Advisory Services first reported a position in SPHQ in Q3 2023 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

KPP Advisory Services held 79,574 shares of Invesco S&P 500 Quality ETF worth $7.17M as of Q2 2026.
KPP Advisory Services sold 1,441 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 Quality ETF made up 0.91% of KPP Advisory Services's portfolio in Q2 2026, its #27 holding.
KPP Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 11 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.