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

Moneta Group 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	$320K	Hold	3,552	–	–	﹤0.01%	673
2026 Q1	$267K	Sell	3,552 -1,292	-27%	-$100K	﹤0.01%	668
2025 Q4	$364K	Buy	4,844 +1,997	+70%	+$148K	﹤0.01%	585
2025 Q3	$209K	Hold	2,847	–	–	﹤0.01%	746
2025 Q2	$203K	Buy	+2,847	New	+$193K	﹤0.01%	672

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

Moneta Group Investment Advisors's SPHQ Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,552 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Moneta Group Investment Advisors first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $364K in Q4 2025. 825 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Moneta Group Investment Advisors held 3,552 shares of Invesco S&P 500 Quality ETF worth $320K as of Q2 2026.
Moneta Group Investment Advisors 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 Moneta Group Investment Advisors's portfolio in Q2 2026, its #673 holding.
Moneta Group Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
Moneta Group Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $364K in Q4 2025.
825 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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