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

Plotkin 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	$722K	Buy	8,011 +217	+3%	+$18K	0.3%	50
2026 Q1	$586K	Buy	7,794 +25	+0.3%	+$1.94K	0.29%	50
2025 Q4	$583K	Sell	7,769 -9	-0.1%	-$668	0.28%	52
2025 Q3	$570K	Hold	7,778	–	–	0.28%	54
2025 Q2	$554K	Hold	7,778	–	–	0.31%	51
2025 Q1	$516K	Hold	7,778	–	–	0.32%	49
2024 Q4	$521K	Buy	7,778 +750	+11%	+$50.9K	0.31%	44
2024 Q3	$473K	Sell	7,028 -678	-9%	-$44.1K	0.28%	56
2024 Q2	$490K	Hold	7,706	–	–	0.31%	48
2024 Q1	$466K	Hold	7,706	–	–	0.31%	50
2023 Q4	$417K	Sell	7,706 -493	-6%	-$25.3K	0.32%	52
2023 Q3	$410K	Sell	8,199 -2,577	-24%	-$132K	0.36%	49
2023 Q2	$544K	Buy	10,776 +339	+3%	+$16.3K	0.45%	39
2023 Q1	$494K	Sell	10,437 -852	-8%	-$39K	0.46%	37
2022 Q4	$497K	Sell	11,289 -1,350	-11%	-$59K	0.5%	36
2022 Q3	$502K	Sell	12,639 -380	-3%	-$16.7K	0.51%	34
2022 Q2	$547K	Sell	13,019 -1,005	-7%	-$46.2K	0.52%	33
2022 Q1	$700K	Buy	+14,024	New	+$707K	0.49%	34

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

Plotkin Financial Advisors's SPHQ Position: Q2 2026 in Review

Plotkin Financial Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.8% in Q2 2026, buying an estimated $18K and bringing the position to 8,011 shares worth $722K. The position accounts for 0.3% of the portfolio, ranked #50.

Plotkin Financial Advisors first reported a position in SPHQ in Q1 2022 and has held it in 18 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Plotkin Financial Advisors held 8,011 shares of Invesco S&P 500 Quality ETF worth $722K as of Q2 2026.
Plotkin Financial Advisors bought 217 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $18K.
Invesco S&P 500 Quality ETF made up 0.3% of Plotkin Financial Advisors's portfolio in Q2 2026, its #50 holding.
Plotkin Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 18 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.