MGO One Seven’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

MGO One Seven’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	$7.96M	Buy	88,376 +2,019	+2%	+$168K	0.13%	182
2026 Q1	$6.49M	Sell	86,357 -653	-0.8%	-$50.8K	0.13%	185
2025 Q4	$6.53M	Buy	87,010 +9,658	+12%	+$717K	0.13%	179
2025 Q3	$5.67M	Buy	77,352 +12,787	+20%	+$923K	0.13%	178
2025 Q2	$4.6M	Buy	64,565 +10,746	+20%	+$727K	0.15%	148
2025 Q1	$3.57M	Buy	53,819 +17,186	+47%	+$1.18M	0.14%	156
2024 Q4	$2.46M	Sell	36,633 -5,400	-13%	-$366K	0.09%	240
2024 Q3	$2.83M	Buy	42,033 +22,141	+111%	+$1.44M	0.12%	188
2024 Q2	$1.26M	Buy	19,892 +3,603	+22%	+$220K	0.06%	323
2024 Q1	$984K	Buy	16,289 +11,918	+273%	+$683K	0.05%	353
2023 Q4	$236K	Buy	4,371 +261	+6%	+$13.4K	0.01%	785
2023 Q3	$206K	Buy	4,110 +17	+0.4%	+$871	0.02%	750
2023 Q2	$207K	Buy	+4,093	New	+$197K	0.02%	718

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

MGO One Seven's SPHQ Position: Q2 2026 in Review

MGO One Seven increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.3% in Q2 2026, buying an estimated $168K and bringing the position to 88,376 shares worth $7.96M. The position accounts for 0.13% of the portfolio, ranked #182.

MGO One Seven first reported a position in SPHQ in Q2 2023 and has held it in 13 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

MGO One Seven held 88,376 shares of Invesco S&P 500 Quality ETF worth $7.96M as of Q2 2026.
MGO One Seven bought 2,019 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $168K.
Invesco S&P 500 Quality ETF made up 0.13% of MGO One Seven's portfolio in Q2 2026, its #182 holding.
MGO One Seven first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and has held it in 13 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.