McIlrath & Eck’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

McIlrath & Eck’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	$8.99K	Buy	120 +1	+0.8%	+$78	﹤0.01%	1077
2025 Q4	$8.94K	Hold	119	–	–	﹤0.01%	670
2025 Q3	$8.71K	Buy	119 +1	+0.8%	+$72	﹤0.01%	653
2025 Q2	$8.44K	Hold	118	–	–	﹤0.01%	619
2025 Q1	$7.84K	Hold	118	–	–	﹤0.01%	642
2024 Q4	$7.9K	Buy	118 +1	+0.9%	+$68	﹤0.01%	664
2024 Q3	$7.9K	Hold	117	–	–	﹤0.01%	673
2024 Q2	$7.44K	Hold	117	–	–	﹤0.01%	651
2024 Q1	$7.06K	Buy	117 +1	+0.9%	+$57	﹤0.01%	660
2023 Q4	$6.3K	Buy	+116	New	+$5.96K	﹤0.01%	634
2022 Q4	–	Sell	-160	Closed	-$6K	–	917
2022 Q3	$6K	Hold	160	–	–	﹤0.01%	617
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	574
2022 Q1	$8K	Hold	160	–	–	﹤0.01%	570
2021 Q4	$9K	Hold	160	–	–	﹤0.01%	554
2021 Q3	$8K	Hold	160	–	–	﹤0.01%	559
2021 Q2	$8K	Buy	+160	New	+$7.44K	﹤0.01%	560

Other funds holding SPHQ

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

McIlrath & Eck's SPHQ Position: Q1 2026 in Review

McIlrath & Eck increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.84% in Q1 2026, buying an estimated $78 and bringing the position to 120 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

McIlrath & Eck first reported a position in SPHQ in Q2 2021 and has held it in 16 quarters since. The position peaked at $9K in Q4 2021. 749 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

McIlrath & Eck held 120 shares of Invesco S&P 500 Quality ETF worth $8.99K as of Q1 2026.
McIlrath & Eck bought 1 Invesco S&P 500 Quality ETF share in Q1 2026, an estimated $78.
Invesco S&P 500 Quality ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1077 holding.
McIlrath & Eck first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 16 quarters since.
McIlrath & Eck's Invesco S&P 500 Quality ETF position peaked at $9K in Q4 2021.
749 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.