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Prevail Innovative Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Prevail Innovative Wealth 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 		$17.4M Buy
192,698
+65,761
+52% +$5.47M 2.59% 3
2026
Q1 		$9.54M Sell
126,937
-9,321
-7% -$725K 1.61% 8
2025
Q4 		$10.2M Buy
136,258
+29,491
+28% +$2.19M 1.83% 6
2025
Q3 		$7.82M Buy
106,767
+2,857
+3% +$206K 1.52% 6
2025
Q2 		$7.4M Buy
103,910
+13,709
+15% +$927K 1.66% 8
2025
Q1 		$5.98M Buy
90,201
+29,566
+49% +$2.03M 1.59% 13
2024
Q4 		$4.06M Buy
60,635
+18,003
+42% +$1.22M 1.18% 23
2024
Q3 		$2.87M Sell
42,632
-2,828
-6% -$184K 0.87% 45
2024
Q2 		$2.89M Buy
45,460
+4,118
+10% +$251K 1.02% 31
2024
Q1 		$2.5M Buy
41,342
+7,987
+24% +$458K 0.93% 32
2023
Q4 		$1.8M Buy
33,355
+1,075
+3% +$55.3K 0.86% 46
2023
Q3 		$1.62M Sell
32,280
-25,509
-44% -$1.31M 0.84% 49
2023
Q2 		$2.92M Buy
+57,789
New +$2.78M 1.6% 20

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

Prevail Innovative Wealth Advisors's SPHQ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 52% in Q2 2026, buying an estimated $5.47M and bringing the position to 192,698 shares worth $17.4M. The position accounts for 2.59% of the portfolio, ranked #3.

Prevail Innovative Wealth Advisors first reported a position in SPHQ in Q2 2023 and has held it in 13 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 192,698 shares of Invesco S&P 500 Quality ETF worth $17.4M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 65,761 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $5.47M.
  • Invesco S&P 500 Quality ETF made up 2.59% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and has held it in 13 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.