Pinnacle Wealth Management Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$286K	Hold	3,175	–	–	0.02%	434
2026 Q1	$239K	Hold	3,175	–	–	0.02%	472
2025 Q4	$238K	Buy	3,175 +136	+4%	+$10.1K	0.02%	461
2025 Q3	$223K	Hold	3,039	–	–	0.02%	365
2025 Q2	$217K	Hold	3,039	–	–	0.02%	348
2025 Q1	$202K	Sell	3,039 -29	-0.9%	-$1.99K	0.02%	346
2024 Q4	$206K	Hold	3,068	–	–	0.02%	344
2024 Q3	$206K	Buy	+3,068	New	+$199K	0.02%	340

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

Pinnacle Wealth Management Advisory Group's SPHQ Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 3,175 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #434.

Pinnacle Wealth Management Advisory Group first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 3,175 shares of Invesco S&P 500 Quality ETF worth $286K as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #434 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.