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

Mission Wealth Management’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 		$776K Buy
8,614
+1,450
+20% +$121K 0.01% 549
2026
Q1 		$539K Hold
7,164
– – 0.01% 474
2025
Q4 		$538K Buy
7,164
+534
+8% +$39.7K 0.01% 480
2025
Q3 		$486K Sell
6,630
-128
-2% -$9.24K 0.01% 494
2025
Q2 		$482K Sell
6,758
-3
-0% -$203 0.01% 484
2025
Q1 		$449K Buy
6,761
+1,193
+21% +$81.7K 0.01% 485
2024
Q4 		$373K Sell
5,568
-179
-3% -$12.1K 0.01% 505
2024
Q3 		$387K Sell
5,747
-201
-3% -$13.1K 0.01% 485
2024
Q2 		$378K Sell
5,948
-5,653
-49% -$345K 0.01% 480
2024
Q1 		$701K Buy
11,601
+5,582
+93% +$320K 0.02% 363
2023
Q4 		$326K Sell
6,019
-398
-6% -$20.5K 0.01% 456
2023
Q3 		$321K Sell
6,417
-3,989
-38% -$204K 0.01% 435
2023
Q2 		$525K Buy
10,406
+128
+1% +$6.17K 0.02% 337
2023
Q1 		$486K Sell
10,278
-410
-4% -$18.7K 0.02% 343
2022
Q4 		$470K Buy
10,688
+499
+5% +$21.8K 0.02% 330
2022
Q3 		$405K Sell
10,189
-47
-0.5% -$2.06K 0.02% 329
2022
Q2 		$430K Buy
10,236
+110
+1% +$5.05K 0.02% 326
2022
Q1 		$505K Buy
10,126
+7
+0.1% +$353 0.02% 309
2021
Q4 		$538K Buy
10,119
+166
+2% +$8.57K 0.02% 291
2021
Q3 		$483K Buy
9,953
+48
+0.5% +$2.4K 0.02% 294
2021
Q2 		$481K Buy
9,905
+64
+0.7% +$2.98K 0.03% 288
2021
Q1 		$436K Sell
9,841
-1,731
-15% -$74.8K 0.03% 282
2020
Q4 		$487K Buy
11,572
+1,694
+17% +$68.1K 0.03% 243
2020
Q3 		$382K Sell
9,878
-132
-1% -$4.99K 0.03% 235
2020
Q2 		$354K Buy
+10,010
New +$339K 0.03% 227

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

Mission Wealth Management's SPHQ Position: Q2 2026 in Review

Mission Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 20% in Q2 2026, buying an estimated $121K and bringing the position to 8,614 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #549.

Mission Wealth Management first reported a position in SPHQ in Q2 2020 and has held it in 25 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Mission Wealth Management held 8,614 shares of Invesco S&P 500 Quality ETF worth $776K as of Q2 2026.
  • Mission Wealth Management bought 1,450 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $121K.
  • Invesco S&P 500 Quality ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Mission Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and has held it in 25 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.