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

Lifeworks 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
Q1 		– Sell
-3,254
Closed -$244K – 338
2025
Q4 		$244K Sell
3,254
-69
-2% -$5.12K 0.03% 293
2025
Q3 		$244K Hold
3,323
– – 0.03% 294
2025
Q2 		$237K Sell
3,323
-254
-7% -$17.2K 0.04% 286
2025
Q1 		$237K Sell
3,577
-1,186
-25% -$81.2K 0.04% 276
2024
Q4 		$319K Buy
4,763
+491
+11% +$33.3K 0.06% 221
2024
Q3 		$287K Sell
4,272
-617
-13% -$40.1K 0.06% 231
2024
Q2 		$311K Sell
4,889
-386
-7% -$23.5K 0.09% 173
2024
Q1 		$319K Sell
5,275
-1,107
-17% -$63.4K 0.09% 169
2023
Q4 		$345K Buy
+6,382
New +$328K 0.12% 148

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lifeworks Advisors's SPHQ Position: Q1 2026 in Review

Lifeworks Advisors sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026, closing a stake of 3,254 shares — an estimated $244K sold.

Lifeworks Advisors first reported a position in SPHQ in Q4 2023 and held it in 9 quarters. The position peaked at $345K in Q4 2023. 749 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Lifeworks Advisors reported no remaining Invesco S&P 500 Quality ETF position as of Q1 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 3,254 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $244K.
  • Lifeworks Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 9 quarters.
  • Lifeworks Advisors's Invesco S&P 500 Quality ETF position peaked at $345K in Q4 2023.
  • 749 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.