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

Medallion Wealth 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 Q1	$329K	Sell	4,382 -232	-5%	-$18K	0.11%	179
2025 Q4	$346K	Sell	4,614 -1,275	-22%	-$94.7K	0.12%	167
2025 Q3	$432K	Buy	5,889 +30	+0.5%	+$2.17K	0.15%	136
2025 Q2	$418K	Sell	5,859 -1,620	-22%	-$110K	0.16%	132
2025 Q1	$496K	Buy	7,479 +41	+0.6%	+$2.81K	0.23%	105
2024 Q4	$495K	Buy	+7,438	New	+$504K	0.25%	95

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's SPHQ Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 5% in Q1 2026, selling an estimated $18K and leaving 4,382 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #179.

Medallion Wealth Advisors first reported a position in SPHQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $496K in Q1 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Medallion Wealth Advisors held 4,382 shares of Invesco S&P 500 Quality ETF worth $329K as of Q1 2026.
Medallion Wealth Advisors sold 232 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $18K.
Invesco S&P 500 Quality ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q1 2026, its #179 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $496K in Q1 2025.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.