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 Q2	$3.35M	Buy	37,173 +25,271	+212%	+$2.1M	0.17%	144
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 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

Regal Investment Advisors's SPHQ Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 212% in Q2 2026, buying an estimated $2.1M and bringing the position to 37,173 shares worth $3.35M. The position accounts for 0.17% of the portfolio, ranked #144.

Regal Investment Advisors first reported a position in SPHQ in Q4 2021 and has held it in 10 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Regal Investment Advisors held 37,173 shares of Invesco S&P 500 Quality ETF worth $3.35M as of Q2 2026.
Regal Investment Advisors bought 25,271 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.1M.
Invesco S&P 500 Quality ETF made up 0.17% of Regal Investment Advisors's portfolio in Q2 2026, its #144 holding.
Regal Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and has held it in 10 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.