Resurgent Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Resurgent Financial 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	$2.01M	Buy	26,729 +74	+0.3%	+$5.75K	0.73%	30
2025 Q4	$2M	Buy	26,655 +855	+3%	+$63.5K	1%	19
2025 Q3	$1.89M	Buy	25,800 +855	+3%	+$61.7K	0.93%	22
2025 Q2	$1.78M	Sell	24,945 -991	-4%	-$67K	0.98%	22
2025 Q1	$1.72M	Buy	25,936 +529	+2%	+$36.2K	1.03%	20
2024 Q4	$1.7M	Sell	25,407 -50	-0.2%	-$3.39K	1%	23
2024 Q3	$1.71M	Buy	25,457 +923	+4%	+$60K	1%	22
2024 Q2	$1.56M	Sell	24,534 -9,225	-27%	-$562K	0.97%	24
2024 Q1	$2.04M	Buy	33,759 +21,146	+168%	+$1.21M	1.09%	21
2023 Q4	$682K	Buy	12,613 +5,311	+73%	+$273K	0.42%	61
2023 Q3	$365K	Buy	7,302 +3,510	+93%	+$180K	0.25%	98
2023 Q2	$191K	Sell	3,792 -176	-4%	-$8.48K	0.13%	150
2023 Q1	$188K	Buy	3,968 +384	+11%	+$17.6K	0.13%	156
2022 Q4	$158K	Buy	+3,584	New	+$157K	0.08%	234
2022 Q2	–	Sell	-4,435	Closed	-$221K	–	221
2022 Q1	$221K	Sell	4,435 -13	-0.3%	-$655	0.14%	165
2021 Q4	$237K	Buy	+4,448	New	+$230K	0.19%	107

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Resurgent Financial Advisors's SPHQ Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.28% in Q1 2026, buying an estimated $5.75K and bringing the position to 26,729 shares worth $2.01M. The position accounts for 0.73% of the portfolio, ranked #30.

Resurgent Financial Advisors first reported a position in SPHQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.04M in Q1 2024. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Resurgent Financial Advisors held 26,729 shares of Invesco S&P 500 Quality ETF worth $2.01M as of Q1 2026.
Resurgent Financial Advisors bought 74 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $5.75K.
Invesco S&P 500 Quality ETF made up 0.73% of Resurgent Financial Advisors's portfolio in Q1 2026, its #30 holding.
Resurgent Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and has held it in 16 quarters since.
Resurgent Financial Advisors's Invesco S&P 500 Quality ETF position peaked at $2.04M in Q1 2024.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.