Moisand Fitzgerald Tamayo’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Moisand Fitzgerald Tamayo’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	$16.9K	Hold	188	–	–	﹤0.01%	308
2026 Q1	$14.1K	Hold	188	–	–	﹤0.01%	308
2025 Q4	$14.1K	Hold	188	–	–	﹤0.01%	310
2025 Q3	$13.8K	Hold	188	–	–	﹤0.01%	316
2025 Q2	$13.4K	Hold	188	–	–	﹤0.01%	316
2025 Q1	$12.5K	Hold	188	–	–	﹤0.01%	320
2024 Q4	$12.6K	Hold	188	–	–	﹤0.01%	319
2024 Q3	$12.6K	Buy	+188	New	+$12.2K	﹤0.01%	331

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

Moisand Fitzgerald Tamayo's SPHQ Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 188 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Moisand Fitzgerald Tamayo first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Moisand Fitzgerald Tamayo held 188 shares of Invesco S&P 500 Quality ETF worth $16.9K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #308 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.