Optivise Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Optivise Advisory Services’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	$1.55M	Sell	17,159 -767	-4%	-$63.8K	0.78%	32
2026 Q1	$1.35M	Buy	17,926 +5,101	+40%	+$397K	0.82%	28
2025 Q4	$962K	Buy	12,825 +3,060	+31%	+$227K	0.55%	50
2025 Q3	$716K	Buy	9,765 +718	+8%	+$51.8K	0.43%	60
2025 Q2	$645K	Buy	9,047 +3,722	+70%	+$252K	0.33%	77
2025 Q1	$353K	Buy	5,325 +953	+22%	+$65.3K	0.2%	108
2024 Q4	$293K	Sell	4,372 -23,574	-84%	-$1.6M	0.16%	133
2024 Q3	$1.88M	Buy	+27,946	New	+$1.82M	0.99%	22

Other funds holding SPHQ

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

USB

Union Savings Bank Litchfield, Connecticut $249M AUM

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Optivise Advisory Services's SPHQ Position: Q2 2026 in Review

Optivise Advisory Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.3% in Q2 2026, selling an estimated $63.8K and leaving 17,159 shares worth $1.55M. The position accounts for 0.78% of the portfolio, ranked #32.

Optivise Advisory Services first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q3 2024. 279 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Optivise Advisory Services held 17,159 shares of Invesco S&P 500 Quality ETF worth $1.55M as of Q2 2026.
Optivise Advisory Services sold 767 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $63.8K.
Invesco S&P 500 Quality ETF made up 0.78% of Optivise Advisory Services's portfolio in Q2 2026, its #32 holding.
Optivise Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
Optivise Advisory Services's Invesco S&P 500 Quality ETF position peaked at $1.88M in Q3 2024.
279 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.