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MB Generational Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

MB Generational Wealth’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
Q1 		$337K Hold
4,484
– – 0.19% 51
2025
Q4 		$337K Sell
4,484
-637
-12% -$47.3K 0.18% 51
2025
Q3 		$375K Buy
+5,121
New +$370K 0.24% 43

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MB Generational Wealth's SPHQ Position: Q1 2026 in Review

MB Generational Wealth held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q1 2026 at 4,484 shares worth $337K. The position accounts for 0.19% of the portfolio, ranked #51.

MB Generational Wealth first reported a position in SPHQ in Q3 2025 and has held it in 3 quarters since. The position peaked at $375K in Q3 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • MB Generational Wealth held 4,484 shares of Invesco S&P 500 Quality ETF worth $337K as of Q1 2026.
  • MB Generational Wealth left its Invesco S&P 500 Quality ETF share count unchanged in Q1 2026.
  • Invesco S&P 500 Quality ETF made up 0.19% of MB Generational Wealth's portfolio in Q1 2026, its #51 holding.
  • MB Generational Wealth first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 3 quarters since.
  • MB Generational Wealth's Invesco S&P 500 Quality ETF position peaked at $375K in Q3 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.