McAdam LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

McAdam LLC’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	$325K	Buy	+3,869	New	+$331K	0.01%	369

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

McAdam LLC's SPHQ Position: Q3 2026 in Review

McAdam LLC opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q3 2026: 3,869 shares worth $325K. The stake represents 0.01% of the portfolio and ranks #369 among its holdings.

291 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

McAdam LLC held 3,869 shares of Invesco S&P 500 Quality ETF worth $325K as of Q3 2026.
Invesco S&P 500 Quality ETF was a new McAdam LLC position in Q3 2026.
Invesco S&P 500 Quality ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #369 holding.
291 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.