Lakeridge Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lakeridge Wealth 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	$309K	Sell	3,429 -1,565	-31%	-$130K	0.11%	141
2026 Q1	$375K	Buy	4,994 +65	+1%	+$5.05K	0.16%	116
2025 Q4	$370K	Buy	4,929 +4	+0.1%	+$297	0.17%	113
2025 Q3	$361K	Sell	4,925 -95	-2%	-$6.86K	0.16%	103
2025 Q2	$358K	Hold	5,020	–	–	0.16%	105
2025 Q1	$333K	Buy	5,020 +145	+3%	+$9.93K	0.17%	109
2024 Q4	$327K	Buy	4,875 +419	+9%	+$28.4K	0.17%	109
2024 Q3	$300K	Hold	4,456	–	–	0.16%	113
2024 Q2	$283K	Hold	4,456	–	–	0.17%	114
2024 Q1	$269K	Hold	4,456	–	–	0.17%	107
2023 Q4	$241K	Buy	+4,456	New	+$229K	0.17%	105

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

Lakeridge Wealth Management's SPHQ Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 31% in Q2 2026, selling an estimated $130K and leaving 3,429 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #141.

Lakeridge Wealth Management first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $375K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Lakeridge Wealth Management held 3,429 shares of Invesco S&P 500 Quality ETF worth $309K as of Q2 2026.
Lakeridge Wealth Management sold 1,565 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $130K.
Invesco S&P 500 Quality ETF made up 0.11% of Lakeridge Wealth Management's portfolio in Q2 2026, its #141 holding.
Lakeridge Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Invesco S&P 500 Quality ETF position peaked at $375K in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.