Maltin Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Maltin Wealth 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	$385K	Hold	4,269	–	–	0.13%	97
2026 Q1	$321K	Hold	4,269	–	–	0.12%	101
2025 Q4	$320K	Hold	4,269	–	–	0.13%	101
2025 Q3	$313K	Hold	4,269	–	–	0.13%	102
2025 Q2	$304K	Hold	4,269	–	–	0.14%	96
2025 Q1	$283K	Hold	4,269	–	–	0.13%	107
2024 Q4	$286K	Hold	4,269	–	–	0.14%	105
2024 Q3	$287K	Hold	4,269	–	–	0.14%	101
2024 Q2	$271K	Hold	4,269	–	–	0.15%	99
2024 Q1	$258K	Sell	4,269 -551	-11%	-$31.6K	0.15%	103
2023 Q4	$261K	Hold	4,820	–	–	0.17%	95
2023 Q3	$241K	Hold	4,820	–	–	0.17%	100
2023 Q2	$243K	Hold	4,820	–	–	0.17%	92
2023 Q1	$228K	Hold	4,820	–	–	0.16%	95
2022 Q4	$212K	Buy	+4,820	New	+$210K	0.15%	100
2022 Q3	–	Sell	-4,820	Closed	-$202K	–	117
2022 Q2	$202K	Sell	4,820 -681	-12%	-$31.3K	0.15%	107
2022 Q1	$275K	Hold	5,501	–	–	0.18%	97
2021 Q4	$293K	Hold	5,501	–	–	0.18%	97
2021 Q3	$267K	Buy	5,501 +3	+0.1%	+$150	0.16%	92
2021 Q2	$267K	Buy	5,498 +553	+11%	+$25.7K	0.16%	92
2021 Q1	$219K	Buy	4,945 +2	+0%	+$86	0.14%	100
2020 Q4	$208K	Buy	+4,943	New	+$199K	0.15%	91

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

Maltin Wealth Management's SPHQ Position: Q2 2026 in Review

Maltin Wealth Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 4,269 shares worth $385K. The position accounts for 0.13% of the portfolio, ranked #97.

Maltin Wealth Management first reported a position in SPHQ in Q4 2020 and has held it in 22 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Maltin Wealth Management held 4,269 shares of Invesco S&P 500 Quality ETF worth $385K as of Q2 2026.
Maltin Wealth Management left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.13% of Maltin Wealth Management's portfolio in Q2 2026, its #97 holding.
Maltin Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and has held it in 22 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.