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

Members Wealth’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
Q3 		$2.01M Buy
23,629
+653
+3% +$55.9K 1% 22
2026
Q2 		$2.07M Sell
22,976
-446
-2% -$37.1K 1.13% 23
2026
Q1 		$1.88M Sell
23,422
-2,840
-11% -$221K 1.12% 24
2025
Q4 		$2.03M Sell
26,262
-6,370
-20% -$473K 1.27% 21
2025
Q3 		$2.41M Buy
+32,632
New +$2.36M 1.52% 19
2025
Q1 		$1.61M Buy
24,286
+5,459
+29% +$374K 1.22% 20
2024
Q4 		$1.33M Buy
+18,827
New +$1.28M 0.99% 26
2024
Q2 		$2.1M Buy
+29,260
New +$1.78M 1.41% 17

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Union Savings Bank
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

Members Wealth's SPHQ Position: Q3 2026 in Review

Members Wealth increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.8% in Q3 2026, buying an estimated $55.9K and bringing the position to 23,629 shares worth $2.01M. The position accounts for 1% of the portfolio, ranked #22.

Members Wealth first reported a position in SPHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.41M in Q3 2025. 349 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Members Wealth held 23,629 shares of Invesco S&P 500 Quality ETF worth $2.01M as of Q3 2026.
  • Members Wealth bought 653 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $55.9K.
  • Invesco S&P 500 Quality ETF made up 1% of Members Wealth's portfolio in Q3 2026, its #22 holding.
  • Members Wealth first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 8 quarters since.
  • Members Wealth's Invesco S&P 500 Quality ETF position peaked at $2.41M in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.