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

ORG Wealth Partners’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 		$30.9K Sell
343
-375
-52% -$31.2K ﹤0.01% 394
2026
Q1 		$54K Hold
718
– – 0.01% 327
2025
Q4 		$53.9K Hold
718
– – 0.01% 313
2025
Q3 		$52.6K Hold
718
– – 0.01% 317
2025
Q2 		$51.5K Hold
718
– – 0.01% 326
2025
Q1 		$47.5K Buy
+718
New +$49.2K 0.01% 349

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

ORG Wealth Partners's SPHQ Position: Q2 2026 in Review

ORG Wealth Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 52% in Q2 2026, selling an estimated $31.2K and leaving 343 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

ORG Wealth Partners first reported a position in SPHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $54K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • ORG Wealth Partners held 343 shares of Invesco S&P 500 Quality ETF worth $30.9K as of Q2 2026.
  • ORG Wealth Partners sold 375 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $31.2K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #394 holding.
  • ORG Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Invesco S&P 500 Quality ETF position peaked at $54K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.