Lynx Investment Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lynx Investment Advisory’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	$12.7M	Sell	140,854 -4,604	-3%	-$383K	4.16%	1
2026 Q1	$10.9M	Buy	145,458 +21,149	+17%	+$1.64M	5.23%	1
2025 Q4	$9.33M	Buy	124,309 +1,723	+1%	+$128K	5.09%	1
2025 Q3	$8.98M	Buy	122,586 +2,236	+2%	+$161K	5.37%	1
2025 Q2	$8.58M	Sell	120,350 -49,583	-29%	-$3.35M	5.6%	1
2025 Q1	$11.3M	Buy	169,933 +29,278	+21%	+$2.01M	7.52%	1
2024 Q4	$9.43M	Buy	140,655 +3,122	+2%	+$212K	6.43%	1
2024 Q3	$9.25M	Buy	137,533 +31,655	+30%	+$2.06M	6.66%	1
2024 Q2	$6.73M	Buy	+105,878	New	+$6.45M	4.98%	1

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

Lynx Investment Advisory's SPHQ Position: Q2 2026 in Review

Lynx Investment Advisory reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.2% in Q2 2026, selling an estimated $383K and leaving 140,854 shares worth $12.7M. The position accounts for 4.16% of the portfolio, ranked #1.

Lynx Investment Advisory first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Lynx Investment Advisory held 140,854 shares of Invesco S&P 500 Quality ETF worth $12.7M as of Q2 2026.
Lynx Investment Advisory sold 4,604 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $383K.
Invesco S&P 500 Quality ETF made up 4.16% of Lynx Investment Advisory's portfolio in Q2 2026, its #1 holding.
Lynx Investment Advisory first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.