LVZ Inc’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

LVZ Inc’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	$309K	Hold	3,431	–	–	0.03%	135
2026 Q1	$258K	Sell	3,431 -968	-22%	-$75.3K	0.03%	129
2025 Q4	$330K	Buy	4,399 +741	+20%	+$55K	0.04%	127
2025 Q3	$268K	Sell	3,658 -1,739	-32%	-$126K	0.03%	130
2025 Q2	$385K	Buy	5,397 +1,966	+57%	+$133K	0.05%	103
2025 Q1	$228K	Hold	3,431	–	–	0.03%	133
2024 Q4	$230K	Hold	3,431	–	–	0.03%	132
2024 Q3	$231K	Sell	3,431 -201	-6%	-$13.1K	0.03%	131
2024 Q2	$231K	Hold	3,632	–	–	0.03%	124
2024 Q1	$219K	Buy	+3,632	New	+$208K	0.03%	129

Other funds holding SPHQ

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $249M AUM

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVZ Inc's SPHQ Position: Q2 2026 in Review

LVZ Inc held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,431 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #135.

LVZ Inc first reported a position in SPHQ in Q1 2024 and has held it in 10 quarters since. The position peaked at $385K in Q2 2025. 312 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

LVZ Inc held 3,431 shares of Invesco S&P 500 Quality ETF worth $309K as of Q2 2026.
LVZ Inc left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #135 holding.
LVZ Inc first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 10 quarters since.
LVZ Inc's Invesco S&P 500 Quality ETF position peaked at $385K in Q2 2025.
312 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.