Millstone Evans Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Millstone Evans Group’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	$44.8K	Hold	497	–	–	0.02%	364
2026 Q1	$37.4K	Hold	497	–	–	0.02%	381
2025 Q4	$37.3K	Hold	497	–	–	0.02%	385
2025 Q3	$36.4K	Hold	497	–	–	0.02%	376
2025 Q2	$35.4K	Hold	497	–	–	0.02%	367
2025 Q1	$33K	Hold	497	–	–	0.02%	372
2024 Q4	$33.3K	Buy	+497	New	+$33.7K	0.02%	355

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

Millstone Evans Group's SPHQ Position: Q2 2026 in Review

Millstone Evans Group held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 497 shares worth $44.8K. The position accounts for 0.02% of the portfolio, ranked #364.

Millstone Evans Group first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Millstone Evans Group held 497 shares of Invesco S&P 500 Quality ETF worth $44.8K as of Q2 2026.
Millstone Evans Group left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #364 holding.
Millstone Evans Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.