Madden Securities’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Madden Securities’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	–	Sell	-5,200	Closed	-$391K	–	122
2026 Q1	$391K	Sell	5,200 -5,000	-49%	-$389K	0.12%	92
2025 Q4	$766K	Sell	10,200 -84	-0.8%	-$6.24K	0.23%	72
2025 Q3	$754K	Hold	10,284	–	–	0.23%	73
2025 Q2	$733K	Sell	10,284 -9,908	-49%	-$670K	0.25%	71
2025 Q1	$1.34M	Hold	20,192	–	–	0.52%	50
2024 Q4	$1.35M	Hold	20,192	–	–	0.54%	45
2024 Q3	$1.36M	Hold	20,192	–	–	0.59%	42
2024 Q2	$1.28M	Buy	20,192 +284	+1%	+$17.3K	0.57%	44
2024 Q1	$1.2M	Buy	+19,908	New	+$1.14M	0.56%	44

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

Madden Securities's SPHQ Position: Q2 2026 in Review

Madden Securities sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 5,200 shares — an estimated $391K sold.

Madden Securities first reported a position in SPHQ in Q1 2024 and held it in 9 quarters. The position peaked at $1.36M in Q3 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Madden Securities reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
Madden Securities sold 5,200 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $391K.
Madden Securities first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and held it in 9 quarters.
Madden Securities's Invesco S&P 500 Quality ETF position peaked at $1.36M in Q3 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.