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

PlanVest Financial’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 		$80.8K Hold
897
– – 0.05% 174
2026
Q1 		$67.4K Buy
+897
New +$69.8K 0.05% 176

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
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

PlanVest Financial's SPHQ Position: Q2 2026 in Review

PlanVest Financial held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 897 shares worth $80.8K. The position accounts for 0.05% of the portfolio, ranked #174.

PlanVest Financial 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.

  • PlanVest Financial held 897 shares of Invesco S&P 500 Quality ETF worth $80.8K as of Q2 2026.
  • PlanVest Financial left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #174 holding.
  • PlanVest Financial 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 PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.