Olistico Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Olistico Wealth’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	$735K	Sell	8,157 -30	-0.4%	-$2.49K	0.31%	58
2026 Q1	$616K	Sell	8,187 -271	-3%	-$21.1K	0.3%	60
2025 Q4	$635K	Hold	8,458	–	–	0.31%	55
2025 Q3	$620K	Sell	8,458 -1,003	-11%	-$72.4K	0.33%	54
2025 Q2	$674K	Sell	9,461 -23	-0.2%	-$1.55K	0.37%	53
2025 Q1	$629K	Hold	9,484	–	–	0.39%	48
2024 Q4	$636K	Sell	9,484 -150	-2%	-$10.2K	0.37%	50
2024 Q3	$648K	Sell	9,634 -2,049	-18%	-$133K	0.4%	49
2024 Q2	$742K	Buy	11,683 +2	+0%	+$122	0.47%	42
2024 Q1	$706K	Buy	11,681 +1,035	+10%	+$59.3K	0.51%	44
2023 Q4	$576K	Buy	10,646 +73	+0.7%	+$3.75K	0.45%	50
2023 Q3	$529K	Buy	10,573 +6	+0.1%	+$308	0.47%	55
2023 Q2	$533K	Sell	10,567 -38	-0.4%	-$1.83K	0.46%	57
2023 Q1	$502K	Buy	10,605 +1,227	+13%	+$56.1K	0.48%	54
2022 Q4	$413K	Buy	+9,378	New	+$410K	0.45%	63

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

Olistico Wealth's SPHQ Position: Q2 2026 in Review

Olistico Wealth reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.37% in Q2 2026, selling an estimated $2.49K and leaving 8,157 shares worth $735K. The position accounts for 0.31% of the portfolio, ranked #58.

Olistico Wealth first reported a position in SPHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $742K in Q2 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Olistico Wealth held 8,157 shares of Invesco S&P 500 Quality ETF worth $735K as of Q2 2026.
Olistico Wealth sold 30 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.49K.
Invesco S&P 500 Quality ETF made up 0.31% of Olistico Wealth's portfolio in Q2 2026, its #58 holding.
Olistico Wealth first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Invesco S&P 500 Quality ETF position peaked at $742K in Q2 2024.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.