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Regatta Research & Money Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Regatta Research & Money 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
Q2 		$763K Buy
+8,469
New +$704K 0.72% 31

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Regatta Research & Money Management's SPHQ Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 8,469 shares worth $763K. The stake represents 0.72% of the portfolio and ranks #31 among its holdings.

654 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Regatta Research & Money Management held 8,469 shares of Invesco S&P 500 Quality ETF worth $763K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.72% of Regatta Research & Money Management's portfolio in Q2 2026, its #31 holding.
  • 654 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.