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

MBE 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 		$314K Buy
3,729
+1,320
+55% +$113K 0.11% 125
2026
Q2 		$217K Buy
+2,409
New +$200K 0.08% 149

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

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

MBE Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 55% in Q3 2026, buying an estimated $113K and bringing the position to 3,729 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #125.

MBE Wealth Management first reported a position in SPHQ in Q2 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • MBE Wealth Management held 3,729 shares of Invesco S&P 500 Quality ETF worth $314K as of Q3 2026.
  • MBE Wealth Management bought 1,320 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $113K.
  • Invesco S&P 500 Quality ETF made up 0.11% of MBE Wealth Management's portfolio in Q3 2026, its #125 holding.
  • MBE Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • 482 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.