Redwood Wealth Management Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Redwood Wealth Management Group’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	–	Sell	-3,421	Closed	-$257K	–	106
2026 Q1	$257K	Sell	3,421 -101	-3%	-$7.85K	0.11%	145
2025 Q4	$264K	Sell	3,522 -875	-20%	-$65K	0.11%	147
2025 Q3	$322K	Sell	4,397 -61	-1%	-$4.4K	0.14%	130
2025 Q2	$318K	Sell	4,458 -175	-4%	-$11.8K	0.14%	127
2025 Q1	$307K	Sell	4,633 -234	-5%	-$16K	0.16%	121
2024 Q4	$326K	Sell	4,867 -117	-2%	-$7.93K	0.16%	123
2024 Q3	$335K	Sell	4,984 -373	-7%	-$24.2K	0.17%	121
2024 Q2	$340K	Sell	5,357 -70	-1%	-$4.27K	0.26%	86
2024 Q1	$328K	Sell	5,427 -1,200	-18%	-$68.7K	0.35%	86
2023 Q4	$358K	Sell	6,627 -907	-12%	-$46.6K	0.4%	79
2023 Q3	$377K	Sell	7,534 -40	-0.5%	-$2.05K	0.44%	70
2023 Q2	$382K	Sell	7,574 -160	-2%	-$7.71K	0.42%	76
2023 Q1	$366K	Sell	7,734 -206	-3%	-$9.42K	0.41%	72
2022 Q4	$349K	Buy	+7,940	New	+$347K	0.44%	64

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

Redwood Wealth Management Group's SPHQ Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 3,421 shares — an estimated $257K sold.

Redwood Wealth Management Group first reported a position in SPHQ in Q4 2022 and held it in 14 quarters. The position peaked at $382K in Q2 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Redwood Wealth Management Group reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 3,421 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $257K.
Redwood Wealth Management Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's Invesco S&P 500 Quality ETF position peaked at $382K in Q2 2023.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.