Moors & Cabot’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Moors & Cabot’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	$204K	Buy	+2,264	New	+$188K	0.01%	894

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

Moors & Cabot's SPHQ Position: Q2 2026 in Review

Moors & Cabot opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,264 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings.

823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Moors & Cabot held 2,264 shares of Invesco S&P 500 Quality ETF worth $204K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Moors & Cabot position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #894 holding.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.