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

RVW Wealth’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 		$2.67M Buy
29,600
+993
+3% +$82.5K 0.18% 58
2026
Q1 		$2.15M Sell
28,607
-1,757
-6% -$137K 0.17% 58
2025
Q4 		$2.28M Sell
30,364
-2,488
-8% -$185K 0.17% 55
2025
Q3 		$2.41M Buy
32,852
+4
+0% +$289 0.19% 54
2025
Q2 		$2.34M Buy
32,848
+222
+0.7% +$15K 0.2% 54
2025
Q1 		$2.16M Sell
32,626
-691
-2% -$47.3K 0.2% 51
2024
Q4 		$2.23M Sell
33,317
-3,283
-9% -$223K 0.21% 51
2024
Q3 		$2.46M Sell
36,600
-1,590
-4% -$103K 0.23% 51
2024
Q2 		$2.43M Sell
38,190
-1,852
-5% -$113K 0.24% 49
2024
Q1 		$2.42M Sell
40,042
-1,931
-5% -$111K 0.25% 46
2023
Q4 		$2.27M Sell
41,973
-910
-2% -$46.8K 0.25% 48
2023
Q3 		$2.15M Sell
42,883
-2,006
-4% -$103K 0.26% 45
2023
Q2 		$2.26M Sell
44,889
-1,945
-4% -$93.7K 0.27% 47
2023
Q1 		$2.22M Sell
46,834
-8,018
-15% -$367K 0.27% 46
2022
Q4 		$2.41M Buy
54,852
+34,226
+166% +$1.49M 0.31% 41
2022
Q3 		$820K Buy
20,626
+15,396
+294% +$675K 0.12% 82
2022
Q2 		$220K Buy
+5,230
New +$240K 0.03% 121
2020
Q1 		– Sell
-11,859
Closed -$434K – 104
2019
Q4 		$434K Buy
11,859
+114
+1% +$3.97K 0.09% 62
2019
Q3 		$394K Buy
+11,745
New +$392K 0.09% 63

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

RVW Wealth's SPHQ Position: Q2 2026 in Review

RVW Wealth increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.5% in Q2 2026, buying an estimated $82.5K and bringing the position to 29,600 shares worth $2.67M. The position accounts for 0.18% of the portfolio, ranked #58.

RVW Wealth first reported a position in SPHQ in Q3 2019 and has held it in 19 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • RVW Wealth held 29,600 shares of Invesco S&P 500 Quality ETF worth $2.67M as of Q2 2026.
  • RVW Wealth bought 993 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $82.5K.
  • Invesco S&P 500 Quality ETF made up 0.18% of RVW Wealth's portfolio in Q2 2026, its #58 holding.
  • RVW Wealth first reported a position in Invesco S&P 500 Quality ETF in Q3 2019 and has held it in 19 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.