Plante Moran Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Plante Moran Financial 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	$16.4K	Hold	183	–	–	﹤0.01%	498
2026 Q1	$13.7K	Buy	183 +133	+266%	+$10.3K	﹤0.01%	488
2025 Q4	$3.72K	Hold	50	–	–	﹤0.01%	673
2025 Q3	$3.63K	Buy	+50	New	+$3.61K	﹤0.01%	634
2024 Q3	–	Sell	-257	Closed	-$16.3K	–	916
2024 Q2	$16.3K	Buy	+257	New	+$15.7K	﹤0.01%	506

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

Plante Moran Financial Advisors's SPHQ Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 183 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Plante Moran Financial Advisors first reported a position in SPHQ in Q2 2024 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Plante Moran Financial Advisors held 183 shares of Invesco S&P 500 Quality ETF worth $16.4K as of Q2 2026.
Plante Moran Financial 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 Plante Moran Financial Advisors's portfolio in Q2 2026, its #498 holding.
Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 5 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.