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 Q2	$217K	Buy	+2,409	New	+$200K	0.08%	149

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Union Savings Bank Litchfield, Connecticut $249M AUM

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

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

MBE Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,409 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #149 among its holdings.

357 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

MBE Wealth Management held 2,409 shares of Invesco S&P 500 Quality ETF worth $217K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new MBE Wealth Management position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.08% of MBE Wealth Management's portfolio in Q2 2026, its #149 holding.
357 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.