Prime Capital Investment Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Prime Capital Investment 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	$283K	Sell	3,145 -300	-9%	-$24.9K	﹤0.01%	887
2026 Q1	$259K	Buy	3,445 +207	+6%	+$16.1K	﹤0.01%	890
2025 Q4	$243K	Hold	3,238	–	–	﹤0.01%	898
2025 Q3	$237K	Hold	3,238	–	–	﹤0.01%	886
2025 Q2	$231K	Sell	3,238 -3,926	-55%	-$266K	﹤0.01%	846
2025 Q1	$475K	Buy	7,164 +3,894	+119%	+$267K	0.01%	686
2024 Q4	$219K	Buy	+3,270	New	+$222K	﹤0.01%	829
2024 Q3	–	Sell	-4,554	Closed	-$289K	–	965
2024 Q2	$289K	Sell	4,554 -2,879	-39%	-$176K	﹤0.01%	738
2024 Q1	$449K	Sell	7,433 -1,084	-13%	-$62.1K	0.01%	648
2023 Q4	$461K	Buy	+8,517	New	+$438K	0.01%	589

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Prime Capital Investment Advisors's SPHQ Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 8.7% in Q2 2026, selling an estimated $24.9K and leaving 3,145 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Prime Capital Investment Advisors first reported a position in SPHQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $475K in Q1 2025. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Prime Capital Investment Advisors held 3,145 shares of Invesco S&P 500 Quality ETF worth $283K as of Q2 2026.
Prime Capital Investment Advisors sold 300 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $24.9K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #887 holding.
Prime Capital Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 10 quarters since.
Prime Capital Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $475K in Q1 2025.
826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.