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Root Financial Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Root Financial Partners’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 		$207K Hold
2,299
– – 0.01% 389
2026
Q1 		$173K Hold
2,299
– – 0.01% 369
2025
Q4 		$173K Hold
2,299
– – 0.01% 329
2025
Q3 		$169K Buy
+2,299
New +$166K 0.01% 316

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Root Financial Partners's SPHQ Position: Q2 2026 in Review

Root Financial Partners held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 2,299 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #389.

Root Financial Partners first reported a position in SPHQ in Q3 2025 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Root Financial Partners held 2,299 shares of Invesco S&P 500 Quality ETF worth $207K as of Q2 2026.
  • Root Financial Partners left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #389 holding.
  • Root Financial Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 4 quarters since.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.