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 Q3	$288K	Hold	3,431	–	–	0.03%	141
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LVZ Inc's SPHQ Position: Q3 2026 in Review

LVZ Inc held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q3 2026 at 3,431 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #141.

LVZ Inc first reported a position in SPHQ in Q1 2024 and has held it in 11 quarters since. The position peaked at $385K in Q2 2025. 643 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

LVZ Inc held 3,431 shares of Invesco S&P 500 Quality ETF worth $288K as of Q3 2026.
LVZ Inc left its Invesco S&P 500 Quality ETF share count unchanged in Q3 2026.
Invesco S&P 500 Quality ETF made up 0.03% of LVZ Inc's portfolio in Q3 2026, its #141 holding.
LVZ Inc first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 11 quarters since.
LVZ Inc's Invesco S&P 500 Quality ETF position peaked at $385K in Q2 2025.
643 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.