LongView Wealth Management
SPHQ icon

LongView Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

LongView Wealth Management’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
Q3 		– Sell
-3,932
Closed -$354K – 240
2026
Q2 		$354K Buy
+3,932
New +$327K 0.09% 156

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

LongView Wealth Management's SPHQ Position: Q3 2026 in Review

LongView Wealth Management sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026, closing a stake of 3,932 shares — an estimated $354K sold.

LongView Wealth Management first reported a position in SPHQ in Q2 2026 and held it in 1 quarter. The position peaked at $354K in Q2 2026. 555 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • LongView Wealth Management reported no remaining Invesco S&P 500 Quality ETF position as of Q3 2026 after selling out during the quarter.
  • LongView Wealth Management sold 3,932 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $354K.
  • LongView Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and held it in 1 quarter.
  • LongView Wealth Management's Invesco S&P 500 Quality ETF position peaked at $354K in Q2 2026.
  • 555 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.