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

LBMC Investment 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	$469K	Hold	5,205	–	–	0.03%	157
2026 Q1	$391K	Hold	5,205	–	–	0.02%	169
2025 Q4	$391K	Sell	5,205 -25	-0.5%	-$1.86K	0.02%	155
2025 Q3	$383K	Hold	5,230	–	–	0.02%	168
2025 Q2	$373K	Hold	5,230	–	–	0.03%	147
2025 Q1	$347K	Hold	5,230	–	–	0.03%	143
2024 Q4	$351K	Hold	5,230	–	–	0.03%	144
2024 Q3	$352K	Hold	5,230	–	–	0.03%	140
2024 Q2	$332K	Sell	5,230 -43	-0.8%	-$2.62K	0.03%	132
2024 Q1	$319K	Hold	5,273	–	–	0.03%	133
2023 Q4	$285K	Buy	5,273 +21	+0.4%	+$1.08K	0.03%	128
2023 Q3	$260K	Hold	5,252	–	–	0.03%	129
2023 Q2	$265K	Hold	5,252	–	–	0.03%	133
2023 Q1	$249K	Hold	5,252	–	–	0.03%	140
2022 Q4	$231K	Sell	5,252 -3,653	-41%	-$160K	0.02%	138
2022 Q3	$354K	Hold	8,905	–	–	0.04%	105
2022 Q2	$374K	Hold	8,905	–	–	0.04%	99
2022 Q1	$444K	Hold	8,905	–	–	0.04%	99
2021 Q4	$474K	Sell	8,905 -99	-1%	-$5.11K	0.04%	96
2021 Q3	$432K	Sell	9,004 -3,423	-28%	-$171K	0.04%	100
2021 Q2	$604K	Buy	+12,427	New	+$578K	0.06%	78

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

LBMC Investment Advisors's SPHQ Position: Q2 2026 in Review

LBMC Investment Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 5,205 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #157.

LBMC Investment Advisors first reported a position in SPHQ in Q2 2021 and has held it in 21 quarters since. The position peaked at $604K in Q2 2021. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

LBMC Investment Advisors held 5,205 shares of Invesco S&P 500 Quality ETF worth $469K as of Q2 2026.
LBMC Investment Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #157 holding.
LBMC Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 21 quarters since.
LBMC Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $604K in Q2 2021.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.