Meeder Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Meeder Advisory 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	$408K	Buy	+4,534	New	+$377K	0.01%	479
2025 Q3	–	Sell	-3,137	Closed	-$224K	–	654
2025 Q2	$224K	Sell	3,137 -1,523	-33%	-$103K	0.01%	561
2025 Q1	$309K	Buy	+4,660	New	+$319K	0.02%	452

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 22.9% 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

Meeder Advisory Services's SPHQ Position: Q2 2026 in Review

Meeder Advisory Services opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 4,534 shares worth $408K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings. This is a return to the name: Meeder Advisory Services previously reported a position in SPHQ as recently as Q2 2025.

Meeder Advisory Services first reported a position in SPHQ in Q1 2025 and has held it in 3 quarters since. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Meeder Advisory Services held 4,534 shares of Invesco S&P 500 Quality ETF worth $408K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Meeder Advisory Services position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #479 holding.
Meeder Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 3 quarters since.
826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.