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

Latitude 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	$478K	Buy	5,309 +183	+4%	+$15.2K	0.19%	125
2026 Q1	$385K	Buy	5,126 +73	+1%	+$5.68K	0.18%	134
2025 Q4	$379K	Buy	5,053 +148	+3%	+$11K	0.17%	135
2025 Q3	$359K	Buy	4,905 +643	+15%	+$46.4K	0.16%	127
2025 Q2	$304K	Buy	+4,262	New	+$288K	0.15%	147

Other funds holding SPHQ

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $249M AUM

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Latitude Advisors's SPHQ Position: Q2 2026 in Review

Latitude Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 5,309 shares worth $478K. The position accounts for 0.19% of the portfolio, ranked #125.

Latitude Advisors first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 368 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Latitude Advisors held 5,309 shares of Invesco S&P 500 Quality ETF worth $478K as of Q2 2026.
Latitude Advisors bought 183 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $15.2K.
Invesco S&P 500 Quality ETF made up 0.19% of Latitude Advisors's portfolio in Q2 2026, its #125 holding.
Latitude Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
368 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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