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

Regal 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
Q1 		$895K Buy
11,902
+1,399
+13% +$109K 0.05% 314
2025
Q4 		$788K Buy
10,503
+655
+7% +$48.6K 0.05% 328
2025
Q3 		$722K Buy
9,848
+6,053
+159% +$437K 0.05% 319
2025
Q2 		$270K Buy
+3,795
New +$257K 0.02% 447
2024
Q3 		– Sell
-7,319
Closed -$465K – 570
2024
Q2 		$465K Buy
7,319
+2,864
+64% +$175K 0.03% 370
2024
Q1 		$269K Buy
4,455
+122
+3% +$6.99K 0.02% 480
2023
Q4 		$234K Buy
+4,333
New +$223K 0.02% 475
2022
Q2 		– Sell
-4,014
Closed -$200K – 554
2022
Q1 		$200K Buy
4,014
+107
+3% +$5.39K 0.02% 507
2021
Q4 		$208K Buy
+3,907
New +$202K 0.02% 515

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return