Sanctuary Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sanctuary Advisors’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	$15.3M	Buy	169,479 +49,160	+41%	+$4.09M	0.07%	286
2026 Q1	$9.05M	Sell	120,319 -307	-0.3%	-$23.9K	0.05%	391
2025 Q4	$9.05M	Sell	120,626 -16,705	-12%	-$1.24M	0.05%	377
2025 Q3	$10.1M	Buy	137,331 +2,148	+2%	+$155K	0.06%	327
2025 Q2	$9.63M	Buy	135,183 +81,776	+153%	+$5.53M	0.06%	319
2025 Q1	$3.54M	Buy	53,407 +4,980	+10%	+$341K	0.02%	582
2024 Q4	$3.41M	Sell	48,427 -5,649	-10%	-$383K	0.02%	656
2024 Q3	$3.7M	Buy	54,076 +40,676	+304%	+$2.64M	0.02%	624
2024 Q2	$796K	Buy	+13,400	New	+$817K	0.01%	1331

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

Sanctuary Advisors's SPHQ Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 41% in Q2 2026, buying an estimated $4.09M and bringing the position to 169,479 shares worth $15.3M. The position accounts for 0.07% of the portfolio, ranked #286.

Sanctuary Advisors first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Sanctuary Advisors held 169,479 shares of Invesco S&P 500 Quality ETF worth $15.3M as of Q2 2026.
Sanctuary Advisors bought 49,160 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $4.09M.
Invesco S&P 500 Quality ETF made up 0.07% of Sanctuary Advisors's portfolio in Q2 2026, its #286 holding.
Sanctuary Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.