Platform Technology Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Platform Technology Partners’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	$3.15M	Buy	34,949 +4,483	+15%	+$373K	0.52%	45
2026 Q1	$2.29M	Buy	30,466 +1,646	+6%	+$128K	0.44%	54
2025 Q4	$2.16M	Buy	28,820 +5,509	+24%	+$409K	0.46%	52
2025 Q3	$1.71M	Buy	23,311 +1,544	+7%	+$111K	0.41%	64
2025 Q2	$1.55M	Buy	21,767 +9,540	+78%	+$645K	0.41%	67
2025 Q1	$811K	Buy	12,227 +5,977	+96%	+$409K	0.24%	105
2024 Q4	$419K	Buy	+6,250	New	+$424K	0.13%	140

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

Platform Technology Partners's SPHQ Position: Q2 2026 in Review

Platform Technology Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 15% in Q2 2026, buying an estimated $373K and bringing the position to 34,949 shares worth $3.15M. The position accounts for 0.52% of the portfolio, ranked #45.

Platform Technology Partners first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Platform Technology Partners held 34,949 shares of Invesco S&P 500 Quality ETF worth $3.15M as of Q2 2026.
Platform Technology Partners bought 4,483 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $373K.
Invesco S&P 500 Quality ETF made up 0.52% of Platform Technology Partners's portfolio in Q2 2026, its #45 holding.
Platform Technology Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.