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

Orgel Wealth Management’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 		$35.7M Sell
395,689
-2,717
-0.7% -$226K 0.68% 21
2026
Q1 		$30M Sell
398,406
-4,327
-1% -$336K 0.65% 22
2025
Q4 		$30.2M Sell
402,733
-23,181
-5% -$1.72M 0.67% 22
2025
Q3 		$31.2M Sell
425,914
-3,877
-0.9% -$280K 0.71% 22
2025
Q2 		$30.6M Buy
429,791
+13,405
+3% +$907K 0.74% 22
2025
Q1 		$27.6M Buy
416,386
+41,840
+11% +$2.87M 0.72% 21
2024
Q4 		$25.1M Sell
374,546
-1,166
-0.3% -$79.1K 0.66% 23
2024
Q3 		$25.3M Sell
375,712
-47
-0% -$3.05K 0.63% 25
2024
Q2 		$23.9M Sell
375,759
-2,446
-0.6% -$149K 0.64% 24
2024
Q1 		$22.9M Buy
378,205
+38,933
+11% +$2.23M 0.63% 25
2023
Q4 		$18.3M Sell
339,272
-43,038
-11% -$2.21M 0.54% 27
2023
Q3 		$19.1M Sell
382,310
-17,778
-4% -$911K 0.65% 23
2023
Q2 		$20.2M Buy
400,088
+1,833
+0.5% +$88.3K 0.67% 23
2023
Q1 		$18.8M Buy
398,255
+30,937
+8% +$1.41M 0.67% 23
2022
Q4 		$16.2M Buy
367,318
+180,817
+97% +$7.9M 0.62% 24
2022
Q3 		$7.41M Buy
186,501
+165,152
+774% +$7.24M 0.37% 28
2022
Q2 		$897K Buy
+21,349
New +$981K 0.05% 34

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

Orgel Wealth Management's SPHQ Position: Q2 2026 in Review

Orgel Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.68% in Q2 2026, selling an estimated $226K and leaving 395,689 shares worth $35.7M. The position accounts for 0.68% of the portfolio, ranked #21.

Orgel Wealth Management first reported a position in SPHQ in Q2 2022 and has held it in 17 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Orgel Wealth Management held 395,689 shares of Invesco S&P 500 Quality ETF worth $35.7M as of Q2 2026.
  • Orgel Wealth Management sold 2,717 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $226K.
  • Invesco S&P 500 Quality ETF made up 0.68% of Orgel Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Orgel Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2022 and has held it in 17 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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