Mutual Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Mutual 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	$332K	Sell	3,687 -1,024	-22%	-$85.1K	0.01%	1135
2026 Q1	$354K	Sell	4,711 -481	-9%	-$37.4K	0.01%	1051
2025 Q4	$390K	Sell	5,192 -10	-0.2%	-$743	0.01%	989
2025 Q3	$388K	Buy	5,202 +1,778	+52%	+$128K	0.01%	968
2025 Q2	$250K	Buy	+3,424	New	+$232K	0.01%	1046

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

Mutual Advisors's SPHQ Position: Q2 2026 in Review

Mutual Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 22% in Q2 2026, selling an estimated $85.1K and leaving 3,687 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1135.

Mutual Advisors first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $390K in Q4 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Mutual Advisors held 3,687 shares of Invesco S&P 500 Quality ETF worth $332K as of Q2 2026.
Mutual Advisors sold 1,024 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $85.1K.
Invesco S&P 500 Quality ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1135 holding.
Mutual Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
Mutual Advisors's Invesco S&P 500 Quality ETF position peaked at $390K in Q4 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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