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Milestone Investment Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Milestone Investment 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
Q2 		$48.1M Buy
533,994
+5,876
+1% +$488K 10.4% 1
2026
Q1 		$39.7M Buy
528,118
+2,201
+0.4% +$171K 9.59% 1
2025
Q4 		$39.5M Sell
525,917
-2,194
-0.4% -$163K 9.56% 1
2025
Q3 		$38.7M Sell
528,111
-4,809
-0.9% -$347K 9.62% 1
2025
Q2 		$38M Sell
532,920
-12,073
-2% -$817K 9.91% 1
2025
Q1 		$36.2M Sell
544,993
-15,863
-3% -$1.09M 10.04% 1
2024
Q4 		$37.6M Buy
560,856
+37,611
+7% +$2.55M 10.21% 1
2024
Q3 		$35.2M Sell
523,245
-86,123
-14% -$5.6M 9.86% 1
2024
Q2 		$38.7M Buy
609,368
+36,146
+6% +$2.2M 10.3% 1
2024
Q1 		$34.6M Buy
573,222
+62,303
+12% +$3.57M 9.34% 1
2023
Q4 		$27.6M Buy
510,919
+29,298
+6% +$1.51M 8.03% 1
2023
Q3 		$24.1M Buy
481,621
+14,727
+3% +$755K 6.86% 1
2023
Q2 		$23.6M Buy
466,894
+162,217
+53% +$7.81M 7.29% 2
2023
Q1 		$14.4M Buy
304,677
+7,702
+3% +$352K 4.45% 6
2022
Q4 		$13.1M Buy
+296,975
New +$13M 4.58% 6

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

Milestone Investment Advisors's SPHQ Position: Q2 2026 in Review

Milestone Investment Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.1% in Q2 2026, buying an estimated $488K and bringing the position to 533,994 shares worth $48.1M. The position accounts for 10.4% of the portfolio, ranked #1.

Milestone Investment Advisors first reported a position in SPHQ in Q4 2022 and has held it in 15 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Milestone Investment Advisors held 533,994 shares of Invesco S&P 500 Quality ETF worth $48.1M as of Q2 2026.
  • Milestone Investment Advisors bought 5,876 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $488K.
  • Invesco S&P 500 Quality ETF made up 10.4% of Milestone Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Milestone Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 15 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.