Perryman Financial Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Perryman Financial Advisory’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	$5.74M	Buy	63,686 +1,683	+3%	+$140K	0.76%	38
2026 Q1	$4.66M	Buy	62,003 +5,187	+9%	+$403K	0.7%	43
2025 Q4	$4.26M	Buy	+56,816	New	+$4.22M	0.63%	44

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

Perryman Financial Advisory's SPHQ Position: Q2 2026 in Review

Perryman Financial Advisory increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.7% in Q2 2026, buying an estimated $140K and bringing the position to 63,686 shares worth $5.74M. The position accounts for 0.76% of the portfolio, ranked #38.

Perryman Financial Advisory first reported a position in SPHQ in Q4 2025 and has held it in 3 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Perryman Financial Advisory held 63,686 shares of Invesco S&P 500 Quality ETF worth $5.74M as of Q2 2026.
Perryman Financial Advisory bought 1,683 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $140K.
Invesco S&P 500 Quality ETF made up 0.76% of Perryman Financial Advisory's portfolio in Q2 2026, its #38 holding.
Perryman Financial Advisory first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 3 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.