Onyx Bridge Wealth Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Onyx Bridge Wealth 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	$6.24M	Buy	69,212 +2,928	+4%	+$243K	0.56%	39
2026 Q1	$4.98M	Buy	66,284 +863	+1%	+$67.1K	0.54%	46
2025 Q4	$4.91M	Buy	65,421 +8,929	+16%	+$663K	0.52%	49
2025 Q3	$4.14M	Buy	56,492 +2,657	+5%	+$192K	0.45%	55
2025 Q2	$3.84M	Buy	53,835 +376	+0.7%	+$25.4K	0.51%	46
2025 Q1	$3.55M	Buy	53,459 +8,832	+20%	+$605K	0.51%	47
2024 Q4	$2.99M	Buy	44,627 +14,355	+47%	+$973K	0.43%	50
2024 Q3	$2.04M	Buy	30,272 +15,739	+108%	+$1.02M	0.31%	63
2024 Q2	$923K	Buy	+14,533	New	+$886K	0.15%	99

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

Onyx Bridge Wealth Group's SPHQ Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.4% in Q2 2026, buying an estimated $243K and bringing the position to 69,212 shares worth $6.24M. The position accounts for 0.56% of the portfolio, ranked #39.

Onyx Bridge Wealth Group first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Onyx Bridge Wealth Group held 69,212 shares of Invesco S&P 500 Quality ETF worth $6.24M as of Q2 2026.
Onyx Bridge Wealth Group bought 2,928 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $243K.
Invesco S&P 500 Quality ETF made up 0.56% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #39 holding.
Onyx Bridge Wealth Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.