Richards, Merrill & Peterson’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Richards, Merrill & Peterson’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	$105K	Hold	1,165	–	–	0.03%	218
2026 Q1	$87.6K	Hold	1,165	–	–	0.03%	215
2025 Q4	$87.4K	Hold	1,165	–	–	0.03%	201
2025 Q3	$85.4K	Hold	1,165	–	–	0.04%	181
2025 Q2	$83K	Hold	1,165	–	–	0.04%	167
2025 Q1	$77.3K	Hold	1,165	–	–	0.04%	212
2024 Q4	$78.1K	Buy	+1,165	New	+$79K	0.04%	206

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

Richards, Merrill & Peterson's SPHQ Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 1,165 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #218.

Richards, Merrill & Peterson first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Richards, Merrill & Peterson held 1,165 shares of Invesco S&P 500 Quality ETF worth $105K as of Q2 2026.
Richards, Merrill & Peterson left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.03% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #218 holding.
Richards, Merrill & Peterson first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.