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

LGT 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 		$50.2K Buy
+557
New +$46.3K 0.27% 60
2025
Q4 		– Sell
-253
Closed -$18.5K – 356
2025
Q3 		$18.5K Buy
+253
New +$18.3K 0.04% 190

Other funds holding SPHQ

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 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
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
EK
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

LGT Financial Advisors's SPHQ Position: Q2 2026 in Review

LGT Financial Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 557 shares worth $50.2K. The stake represents 0.27% of the portfolio and ranks #60 among its holdings. This is a return to the name: LGT Financial Advisors previously reported a position in SPHQ as recently as Q3 2025.

LGT Financial Advisors first reported a position in SPHQ in Q3 2025 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • LGT Financial Advisors held 557 shares of Invesco S&P 500 Quality ETF worth $50.2K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new LGT Financial Advisors position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.27% of LGT Financial Advisors's portfolio in Q2 2026, its #60 holding.
  • LGT Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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