SIC
SPHQ icon

Salem Investment Counselors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Salem Investment Counselors’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 		$19.4K Hold
215
– – ﹤0.01% 778
2026
Q1 		$16.2K Buy
+215
New +$16.7K ﹤0.01% 794
2025
Q4 		– Sell
-215
Closed -$15.8K – 1032
2025
Q3 		$15.8K Hold
215
– – ﹤0.01% 804
2025
Q2 		$15.3K Hold
215
– – ﹤0.01% 774
2025
Q1 		$14.3K Hold
215
– – ﹤0.01% 777
2024
Q4 		$14.4K Hold
215
– – ﹤0.01% 782
2024
Q3 		$14.5K Hold
215
– – ﹤0.01% 793
2024
Q2 		$13.7K Hold
215
– – ﹤0.01% 794
2024
Q1 		$13K Hold
215
– – ﹤0.01% 785
2023
Q4 		$11.6K Buy
+215
New +$11.1K ﹤0.01% 787

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Salem Investment Counselors's SPHQ Position: Q2 2026 in Review

Salem Investment Counselors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 215 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Salem Investment Counselors first reported a position in SPHQ in Q4 2023 and has held it in 10 quarters since. 357 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Salem Investment Counselors held 215 shares of Invesco S&P 500 Quality ETF worth $19.4K as of Q2 2026.
  • Salem Investment Counselors 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 Salem Investment Counselors's portfolio in Q2 2026, its #778 holding.
  • Salem Investment Counselors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 10 quarters since.
  • 357 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.