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

Lantern 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 		$401K Buy
4,451
+968
+28% +$80.5K 0.18% 126
2026
Q1 		$262K Buy
3,483
+371
+12% +$28.8K 0.13% 148
2025
Q4 		$234K Buy
3,112
+313
+11% +$23.2K 0.12% 143
2025
Q3 		$205K Buy
+2,799
New +$202K 0.11% 149

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

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

Lantern Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 28% in Q2 2026, buying an estimated $80.5K and bringing the position to 4,451 shares worth $401K. The position accounts for 0.18% of the portfolio, ranked #126.

Lantern Wealth Advisors first reported a position in SPHQ in Q3 2025 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Lantern Wealth Advisors held 4,451 shares of Invesco S&P 500 Quality ETF worth $401K as of Q2 2026.
  • Lantern Wealth Advisors bought 968 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $80.5K.
  • Invesco S&P 500 Quality ETF made up 0.18% of Lantern Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Lantern Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.