Lloyd Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lloyd Advisory Services’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	$304K	Buy	3,375 +2,857	+552%	+$237K	0.12%	90
2026 Q1	$38.9K	Buy	+518	New	+$40.3K	0.01%	296
2021 Q3	–	Sell	-493	Closed	-$24K	–	416
2021 Q2	$24K	Buy	+493	New	+$22.9K	0.01%	228

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

Lloyd Advisory Services's SPHQ Position: Q2 2026 in Review

Lloyd Advisory Services increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 552% in Q2 2026, buying an estimated $237K and bringing the position to 3,375 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #90.

Lloyd Advisory Services first reported a position in SPHQ in Q2 2021 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Lloyd Advisory Services held 3,375 shares of Invesco S&P 500 Quality ETF worth $304K as of Q2 2026.
Lloyd Advisory Services bought 2,857 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $237K.
Invesco S&P 500 Quality ETF made up 0.12% of Lloyd Advisory Services's portfolio in Q2 2026, its #90 holding.
Lloyd Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 3 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.