MCF Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

MCF Advisors’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	$10.9K	Sell	122 -502	-80%	-$41.7K	﹤0.01%	1024
2026 Q1	$46.9K	Buy	624 +503	+416%	+$39.1K	﹤0.01%	621
2025 Q4	$9.06K	Buy	+121	New	+$8.99K	﹤0.01%	854
2019 Q1	–	Sell	-753	Closed	-$21K	–	486
2018 Q4	$21K	Buy	+753	New	+$22.6K	﹤0.01%	293

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MCF Advisors's SPHQ Position: Q2 2026 in Review

MCF Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 80% in Q2 2026, selling an estimated $41.7K and leaving 122 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

MCF Advisors first reported a position in SPHQ in Q4 2018 and has held it in 4 quarters since. The position peaked at $46.9K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

MCF Advisors held 122 shares of Invesco S&P 500 Quality ETF worth $10.9K as of Q2 2026.
MCF Advisors sold 502 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $41.7K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #1024 holding.
MCF Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 4 quarters since.
MCF Advisors's Invesco S&P 500 Quality ETF position peaked at $46.9K in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.