Retireful LLC’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Retireful LLC’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	$382K	Sell	5,082 -254	-5%	-$19.8K	0.54%	48
2025 Q4	$404K	Sell	5,336 -12,967	-71%	-$963K	0.51%	59
2025 Q3	$1.23M	Buy	18,303 +6,171	+51%	+$445K	1.18%	32
2025 Q2	$865K	Buy	12,132 +5,526	+84%	+$374K	0.6%	61
2025 Q1	$434K	Sell	6,606 -4,801	-42%	-$329K	0.41%	66
2024 Q4	$765K	Sell	11,407 -988	-8%	-$67K	0.43%	76
2024 Q3	$834K	Sell	12,395 -4,371	-26%	-$284K	0.62%	33
2024 Q2	$1.07M	Buy	+16,766	New	+$1.02M	0.5%	67

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

Retireful LLC's SPHQ Position: Q1 2026 in Review

Retireful LLC reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.8% in Q1 2026, selling an estimated $19.8K and leaving 5,082 shares worth $382K. The position accounts for 0.54% of the portfolio, ranked #48.

Retireful LLC first reported a position in SPHQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Retireful LLC held 5,082 shares of Invesco S&P 500 Quality ETF worth $382K as of Q1 2026.
Retireful LLC sold 254 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $19.8K.
Invesco S&P 500 Quality ETF made up 0.54% of Retireful LLC's portfolio in Q1 2026, its #48 holding.
Retireful LLC first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 8 quarters since.
Retireful LLC's Invesco S&P 500 Quality ETF position peaked at $1.23M in Q3 2025.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.