Ridgeline Wealth Planning’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Ridgeline Wealth Planning’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	$871K	Sell	9,666 -77	-0.8%	-$6.4K	0.55%	23
2026 Q1	$733K	Buy	9,743 +88	+0.9%	+$6.84K	0.54%	24
2025 Q4	$725K	Sell	9,655 -2,812	-23%	-$209K	0.52%	26
2025 Q3	$914K	Buy	12,467 +2,010	+19%	+$145K	0.69%	16
2025 Q2	$745K	Sell	10,457 -287	-3%	-$19.4K	0.61%	17
2025 Q1	$713K	Sell	10,744 -1,309	-11%	-$89.7K	0.7%	16
2024 Q4	$808K	Buy	+12,053	New	+$817K	0.77%	15

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

Ridgeline Wealth Planning's SPHQ Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.79% in Q2 2026, selling an estimated $6.4K and leaving 9,666 shares worth $871K. The position accounts for 0.55% of the portfolio, ranked #23.

Ridgeline Wealth Planning first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $914K in Q3 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Ridgeline Wealth Planning held 9,666 shares of Invesco S&P 500 Quality ETF worth $871K as of Q2 2026.
Ridgeline Wealth Planning sold 77 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $6.4K.
Invesco S&P 500 Quality ETF made up 0.55% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #23 holding.
Ridgeline Wealth Planning first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's Invesco S&P 500 Quality ETF position peaked at $914K in Q3 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.