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Santori & Peters Inc’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Santori & Peters Inc’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 		$11M Buy
121,746
+1,184
+1% +$98.4K 3.09% 4
2026
Q1 		$9.07M Buy
120,562
+5,412
+5% +$421K 2.82% 5
2025
Q4 		$8.64M Buy
115,150
+743
+0.6% +$55.2K 2.95% 5
2025
Q3 		$8.38M Buy
114,407
+111,412
+3,720% +$8.04M 3% 5
2025
Q2 		$213K Buy
+2,995
New +$203K 0.08% 62

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

Santori & Peters Inc's SPHQ Position: Q2 2026 in Review

Santori & Peters Inc increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.98% in Q2 2026, buying an estimated $98.4K and bringing the position to 121,746 shares worth $11M. The position accounts for 3.09% of the portfolio, ranked #4.

Santori & Peters Inc first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Santori & Peters Inc held 121,746 shares of Invesco S&P 500 Quality ETF worth $11M as of Q2 2026.
  • Santori & Peters Inc bought 1,184 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $98.4K.
  • Invesco S&P 500 Quality ETF made up 3.09% of Santori & Peters Inc's portfolio in Q2 2026, its #4 holding.
  • Santori & Peters Inc first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.