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 Q2	$481K	Buy	5,336 +254	+5%	+$21.1K	0.45%	51
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 $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

Retireful LLC's SPHQ Position: Q2 2026 in Review

Retireful LLC increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 5% in Q2 2026, buying an estimated $21.1K and bringing the position to 5,336 shares worth $481K. The position accounts for 0.45% of the portfolio, ranked #51.

Retireful LLC first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2025. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Retireful LLC held 5,336 shares of Invesco S&P 500 Quality ETF worth $481K as of Q2 2026.
Retireful LLC bought 254 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $21.1K.
Invesco S&P 500 Quality ETF made up 0.45% of Retireful LLC's portfolio in Q2 2026, its #51 holding.
Retireful LLC first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
Retireful LLC's Invesco S&P 500 Quality ETF position peaked at $1.23M in Q3 2025.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.