MF
SPHQ icon

Meridian Financial’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Meridian Financial’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 		$2.49M Sell
27,589
-661
-2% -$54.9K 1.19% 19
2026
Q1 		$2.12M Buy
28,250
+570
+2% +$44.3K 1.16% 21
2025
Q4 		$2.08M Buy
27,680
+927
+3% +$68.8K 1.13% 22
2025
Q3 		$1.96M Buy
26,753
+527
+2% +$38K 1.1% 22
2025
Q2 		$1.87M Buy
26,226
+702
+3% +$47.5K 1.21% 20
2025
Q1 		$1.69M Buy
25,524
+936
+4% +$64.1K 1.19% 22
2024
Q4 		$1.65M Sell
24,588
-1,328
-5% -$90K 1.14% 23
2024
Q3 		$1.74M Buy
25,916
+1,704
+7% +$111K 1.16% 22
2024
Q2 		$1.54M Buy
24,212
+4,577
+23% +$279K 1.11% 24
2024
Q1 		$1.19M Buy
19,635
+6,689
+52% +$383K 0.89% 26
2023
Q4 		$700K Buy
12,946
+2,810
+28% +$144K 0.55% 36
2023
Q3 		$507K Buy
10,136
+600
+6% +$30.8K 0.47% 44
2023
Q2 		$481K Buy
9,536
+67
+0.7% +$3.23K 0.43% 47
2023
Q1 		$448K Buy
9,469
+410
+5% +$18.7K 0.44% 48
2022
Q4 		$399K Buy
9,059
+370
+4% +$16.2K 0.42% 50
2022
Q3 		$345K Buy
8,689
+385
+5% +$16.9K 0.4% 52
2022
Q2 		$349K Hold
8,304
– – 0.39% 57
2022
Q1 		$414K Buy
8,304
+755
+10% +$38K 0.43% 49
2021
Q4 		$402K Buy
+7,549
New +$390K 0.38% 55

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Meridian Financial's SPHQ Position: Q2 2026 in Review

Meridian Financial reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.3% in Q2 2026, selling an estimated $54.9K and leaving 27,589 shares worth $2.49M. The position accounts for 1.19% of the portfolio, ranked #19.

Meridian Financial first reported a position in SPHQ in Q4 2021 and has held it in 19 quarters since. 825 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Meridian Financial held 27,589 shares of Invesco S&P 500 Quality ETF worth $2.49M as of Q2 2026.
  • Meridian Financial sold 661 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $54.9K.
  • Invesco S&P 500 Quality ETF made up 1.19% of Meridian Financial's portfolio in Q2 2026, its #19 holding.
  • Meridian Financial first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and has held it in 19 quarters since.
  • 825 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.