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Legacy Wealth Management (Idaho)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.2M Buy
13,360
+13,203
+8,410% +$1.1M 0.5% 51
2026
Q1 		$11.8K Hold
157
– – 0.01% 452
2025
Q4 		$11.8K Hold
157
– – 0.01% 400
2025
Q3 		$11.5K Sell
157
-93
-37% -$6.71K 0.01% 328
2025
Q2 		$17.8K Sell
250
-107
-30% -$7.24K 0.01% 251
2025
Q1 		$23.7K Buy
357
+330
+1,222% +$22.6K 0.02% 220
2024
Q4 		$1.89K Hold
27
– – ﹤0.01% 506
2024
Q3 		$1.85K Buy
+27
New +$1.75K ﹤0.01% 488

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

Legacy Wealth Management (Idaho)'s SPHQ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8,410% in Q2 2026, buying an estimated $1.1M and bringing the position to 13,360 shares worth $1.2M. The position accounts for 0.5% of the portfolio, ranked #51.

Legacy Wealth Management (Idaho) first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 13,360 shares of Invesco S&P 500 Quality ETF worth $1.2M as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 13,203 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.1M.
  • Invesco S&P 500 Quality ETF made up 0.5% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #51 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.