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

Pension & Wealth Management 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 		$17.1K Hold
190
– – ﹤0.01% 406
2026
Q1 		$14.3K Buy
+190
New +$14.8K ﹤0.01% 382

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Pension & Wealth Management Advisors's SPHQ Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 190 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Pension & Wealth Management Advisors first reported a position in SPHQ in Q1 2026 and has held it in 2 quarters since. 788 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Pension & Wealth Management Advisors held 190 shares of Invesco S&P 500 Quality ETF worth $17.1K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #406 holding.
  • Pension & Wealth Management Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • 788 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.