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

Perspective Wealth 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	$2.91M	Buy	32,257 +956	+3%	+$79.5K	1.6%	18
2026 Q1	$2.35M	Buy	31,301 +4,940	+19%	+$384K	1.53%	19
2025 Q4	$1.98M	Buy	+26,361	New	+$1.96M	1.41%	21

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

Perspective Wealth Advisors's SPHQ Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.1% in Q2 2026, buying an estimated $79.5K and bringing the position to 32,257 shares worth $2.91M. The position accounts for 1.6% of the portfolio, ranked #18.

Perspective Wealth Advisors 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.

Perspective Wealth Advisors held 32,257 shares of Invesco S&P 500 Quality ETF worth $2.91M as of Q2 2026.
Perspective Wealth Advisors bought 956 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $79.5K.
Invesco S&P 500 Quality ETF made up 1.6% of Perspective Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Perspective Wealth Advisors 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 Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.