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

Legacy 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	$1.35M	Hold	15,000	–	–	0.13%	95
2026 Q1	$1.13M	Hold	15,000	–	–	0.13%	95
2025 Q4	$1.13M	Hold	15,000	–	–	0.12%	98
2025 Q3	$1.1M	Buy	+15,000	New	+$1.08M	0.14%	91
2025 Q1	$995K	Hold	15,000	–	–	0.1%	164
2024 Q4	$1.01M	Hold	15,000	–	–	0.1%	158
2024 Q3	$1.01M	Hold	15,000	–	–	0.11%	146
2024 Q2	$953K	Hold	15,000	–	–	0.12%	135
2024 Q1	$906K	Hold	15,000	–	–	0.11%	144
2023 Q4	$811K	Hold	15,000	–	–	0.1%	151
2023 Q3	$751K	Hold	15,000	–	–	0.12%	142
2023 Q2	$757K	Hold	15,000	–	–	0.11%	139
2023 Q1	$710K	Hold	15,000	–	–	0.13%	121
2022 Q4	$660K	Hold	15,000	–	–	0.12%	119
2022 Q3	$596K	Hold	15,000	–	–	0.13%	103
2022 Q2	$630K	Hold	15,000	–	–	0.13%	100
2022 Q1	$749K	Buy	+15,000	New	+$756K	0.15%	92

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

Legacy Advisors's SPHQ Position: Q2 2026 in Review

Legacy Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 15,000 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #95.

Legacy Advisors first reported a position in SPHQ in Q1 2022 and has held it in 17 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Legacy Advisors held 15,000 shares of Invesco S&P 500 Quality ETF worth $1.35M as of Q2 2026.
Legacy Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.13% of Legacy Advisors's portfolio in Q2 2026, its #95 holding.
Legacy Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 17 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.