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 Q3	$359K	Hold	4,269	–	–	0.12%	108
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

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

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Maltin Wealth Management's SPHQ Position: Q3 2026 in Review

Maltin Wealth Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q3 2026 at 4,269 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #108.

Maltin Wealth Management first reported a position in SPHQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $385K in Q2 2026. 76 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Maltin Wealth Management held 4,269 shares of Invesco S&P 500 Quality ETF worth $359K as of Q3 2026.
Maltin Wealth Management left its Invesco S&P 500 Quality ETF share count unchanged in Q3 2026.
Invesco S&P 500 Quality ETF made up 0.12% of Maltin Wealth Management's portfolio in Q3 2026, its #108 holding.
Maltin Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and has held it in 23 quarters since.
Maltin Wealth Management's Invesco S&P 500 Quality ETF position peaked at $385K in Q2 2026.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.