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

Maridea 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 		$546K Buy
+6,065
New +$504K 0.06% 285
2025
Q3 		– Sell
-3,514
Closed -$250K – 448
2025
Q2 		$250K Buy
+3,514
New +$238K 0.07% 236

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

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

Maridea Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 6,065 shares worth $546K. The stake represents 0.06% of the portfolio and ranks #285 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in SPHQ as recently as Q2 2025.

Maridea Wealth Management first reported a position in SPHQ in Q2 2025 and has held it in 2 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Maridea Wealth Management held 6,065 shares of Invesco S&P 500 Quality ETF worth $546K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Maridea Wealth Management position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Maridea Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 2 quarters since.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.