MTM Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

MTM Financial 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	$2.58M	Buy	28,669 +4,723	+20%	+$393K	1.11%	24
2026 Q1	$1.8M	Buy	23,946 +3,938	+20%	+$306K	0.85%	31
2025 Q4	$1.5M	Buy	20,008 +5,318	+36%	+$395K	0.72%	32
2025 Q3	$1.08M	Buy	+14,690	New	+$1.06M	0.53%	38

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

MTM Financial Group's SPHQ Position: Q2 2026 in Review

MTM Financial Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 20% in Q2 2026, buying an estimated $393K and bringing the position to 28,669 shares worth $2.58M. The position accounts for 1.11% of the portfolio, ranked #24.

MTM Financial Group first reported a position in SPHQ in Q3 2025 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

MTM Financial Group held 28,669 shares of Invesco S&P 500 Quality ETF worth $2.58M as of Q2 2026.
MTM Financial Group bought 4,723 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $393K.
Invesco S&P 500 Quality ETF made up 1.11% of MTM Financial Group's portfolio in Q2 2026, its #24 holding.
MTM Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 4 quarters since.
818 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.