Potentia Wealth’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Potentia Wealth’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	$2.14M	Sell	23,744 -962	-4%	-$80K	0.88%	19
2026 Q1	$1.86M	Sell	24,706 -57	-0.2%	-$4.43K	0.72%	22
2025 Q4	$1.86M	Sell	24,763 -1,042	-4%	-$77.4K	0.68%	23
2025 Q3	$1.89M	Buy	+25,805	New	+$1.86M	0.72%	21
2025 Q2	–	Sell	-24,241	Closed	-$1.61M	–	92
2025 Q1	$1.61M	Buy	24,241 +8,903	+58%	+$610K	0.75%	21
2024 Q4	$1.03M	Buy	+15,338	New	+$1.04M	0.46%	35

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

Potentia Wealth's SPHQ Position: Q2 2026 in Review

Potentia Wealth reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.9% in Q2 2026, selling an estimated $80K and leaving 23,744 shares worth $2.14M. The position accounts for 0.88% of the portfolio, ranked #19.

Potentia Wealth first reported a position in SPHQ in Q4 2024 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Potentia Wealth held 23,744 shares of Invesco S&P 500 Quality ETF worth $2.14M as of Q2 2026.
Potentia Wealth sold 962 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $80K.
Invesco S&P 500 Quality ETF made up 0.88% of Potentia Wealth's portfolio in Q2 2026, its #19 holding.
Potentia Wealth first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 6 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.