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SageView Advisory Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

SageView Advisory Group’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 		$530K Sell
5,880
-276
-4% -$22.9K 0.02% 355
2026
Q1 		$463K Buy
6,156
+199
+3% +$15.5K 0.02% 364
2025
Q4 		$447K Sell
5,957
-237
-4% -$17.6K 0.02% 381
2025
Q3 		$454K Sell
6,194
-36
-0.6% -$2.6K 0.02% 404
2025
Q2 		$453K Sell
6,230
-125
-2% -$8.45K 0.02% 394
2025
Q1 		$422K Sell
6,355
-3,402
-35% -$233K 0.02% 378
2024
Q4 		$654K Buy
9,757
+2,273
+30% +$154K 0.03% 295
2024
Q3 		$503K Sell
7,484
-249
-3% -$16.2K 0.03% 300
2024
Q2 		$491K Buy
7,733
+910
+13% +$55.5K 0.02% 340
2024
Q1 		$1.16M Sell
6,823
-7,737
-53% -$443K 0.06% 179
2023
Q4 		$824K Sell
14,560
-3,960
-21% -$204K 0.04% 288
2023
Q3 		$927K Sell
18,520
-992
-5% -$50.9K 0.05% 220
2023
Q2 		$984K Sell
19,512
-1,813
-9% -$87.3K 0.05% 230
2023
Q1 		$1.01M Sell
21,325
-4,018
-16% -$184K 0.06% 206
2022
Q4 		$1.12M Buy
+25,343
New +$1.11M 0.09% 144

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

SageView Advisory Group's SPHQ Position: Q2 2026 in Review

SageView Advisory Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.5% in Q2 2026, selling an estimated $22.9K and leaving 5,880 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #355.

SageView Advisory Group first reported a position in SPHQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2024. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • SageView Advisory Group held 5,880 shares of Invesco S&P 500 Quality ETF worth $530K as of Q2 2026.
  • SageView Advisory Group sold 276 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $22.9K.
  • Invesco S&P 500 Quality ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #355 holding.
  • SageView Advisory Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Invesco S&P 500 Quality ETF position peaked at $1.16M in Q1 2024.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.