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

Legacy Financial 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	$3.58M	Buy	39,692 +962	+2%	+$80K	0.44%	42
2026 Q1	$2.91M	Buy	38,730 +4,499	+13%	+$350K	0.41%	43
2025 Q4	$2.57M	Buy	34,231 +3,183	+10%	+$236K	0.36%	45
2025 Q3	$2.28M	Buy	31,048 +2,985	+11%	+$215K	0.31%	52
2025 Q2	$2M	Sell	28,063 -1,159	-4%	-$78.4K	0.31%	49
2025 Q1	$1.94M	Buy	29,222 +2,521	+9%	+$173K	0.32%	52
2024 Q4	$1.79M	Buy	26,701 +4,163	+18%	+$282K	0.3%	52
2024 Q3	$1.52M	Buy	22,538 +2,291	+11%	+$149K	0.25%	67
2024 Q2	$1.29M	Buy	+20,247	New	+$1.23M	0.23%	70

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 Financial Advisors's SPHQ Position: Q2 2026 in Review

Legacy Financial Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.5% in Q2 2026, buying an estimated $80K and bringing the position to 39,692 shares worth $3.58M. The position accounts for 0.44% of the portfolio, ranked #42.

Legacy Financial Advisors first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Legacy Financial Advisors held 39,692 shares of Invesco S&P 500 Quality ETF worth $3.58M as of Q2 2026.
Legacy Financial Advisors bought 962 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $80K.
Invesco S&P 500 Quality ETF made up 0.44% of Legacy Financial Advisors's portfolio in Q2 2026, its #42 holding.
Legacy Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.