McKinley Carter Wealth Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

McKinley Carter Wealth Services’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	$303K	Sell	3,367 -366	-10%	-$30.4K	0.02%	275
2026 Q1	$281K	Sell	3,733 -120	-3%	-$9.33K	0.02%	264
2025 Q4	$289K	Sell	3,853 -2,129	-36%	-$158K	0.02%	279
2025 Q3	$438K	Sell	5,982 -178	-3%	-$12.8K	0.02%	231
2025 Q2	$439K	Sell	6,160 -12,212	-66%	-$826K	0.02%	226
2025 Q1	$1.22M	Sell	18,372 -620	-3%	-$42.5K	0.07%	148
2024 Q4	$1.27M	Sell	18,992 -2,451	-11%	-$166K	0.08%	142
2024 Q3	$1.44M	Sell	21,443 -294	-1%	-$19.1K	0.09%	140
2024 Q2	$1.38M	Sell	21,737 -2,280	-9%	-$139K	0.09%	143
2024 Q1	$1.45M	Sell	24,017 -2,507	-9%	-$144K	0.1%	137
2023 Q4	$1.43M	Sell	26,524 -6,375	-19%	-$328K	0.11%	124
2023 Q3	$1.65M	Sell	32,899 -791	-2%	-$40.5K	0.13%	112
2023 Q2	$1.7M	Sell	33,690 -11,367	-25%	-$548K	0.13%	114
2023 Q1	$2.13M	Sell	45,057 -51,513	-53%	-$2.36M	0.17%	100
2022 Q4	$4.25M	Buy	+96,570	New	+$4.22M	0.36%	59

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

McKinley Carter Wealth Services's SPHQ Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 9.8% in Q2 2026, selling an estimated $30.4K and leaving 3,367 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #275.

McKinley Carter Wealth Services first reported a position in SPHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.25M in Q4 2022. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

McKinley Carter Wealth Services held 3,367 shares of Invesco S&P 500 Quality ETF worth $303K as of Q2 2026.
McKinley Carter Wealth Services sold 366 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $30.4K.
Invesco S&P 500 Quality ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #275 holding.
McKinley Carter Wealth Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 15 quarters since.
McKinley Carter Wealth Services's Invesco S&P 500 Quality ETF position peaked at $4.25M in Q4 2022.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.