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

OneDigital 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	$1.17M	Buy	13,020 +413	+3%	+$34.3K	0.01%	681
2026 Q1	$948K	Buy	12,607 +639	+5%	+$49.7K	0.01%	702
2025 Q4	$898K	Buy	11,968 +3	+0%	+$223	0.01%	713
2025 Q3	$877K	Buy	11,965 +8,499	+245%	+$613K	0.01%	711
2025 Q2	$247K	Buy	+3,466	New	+$234K	﹤0.01%	1280

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

OneDigital Investment Advisors's SPHQ Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.3% in Q2 2026, buying an estimated $34.3K and bringing the position to 13,020 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #681.

OneDigital Investment Advisors first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

OneDigital Investment Advisors held 13,020 shares of Invesco S&P 500 Quality ETF worth $1.17M as of Q2 2026.
OneDigital Investment Advisors bought 413 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $34.3K.
Invesco S&P 500 Quality ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #681 holding.
OneDigital Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.