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Sarver Vrooman Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sarver Vrooman Wealth 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
Q3 		$186K Buy
2,209
+71
+3% +$6.08K 0.11% 24
2026
Q2 		$191K Buy
2,138
+14
+0.7% +$1.16K 0.11% 22
2026
Q1 		$160K Buy
2,124
+157
+8% +$12.2K 0.1% 22
2025
Q4 		$148K Buy
1,967
+1,289
+190% +$95.7K 0.09% 24
2025
Q3 		$49.7K Buy
678
+16
+2% +$1.16K 0.03% 86
2025
Q2 		$47.2K Buy
662
+63
+11% +$4.26K 0.03% 86
2025
Q1 		$39.7K Buy
+599
New +$41K 0.03% 85

Other funds holding SPHQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's SPHQ Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.3% in Q3 2026, buying an estimated $6.08K and bringing the position to 2,209 shares worth $186K. The position accounts for 0.11% of the portfolio, ranked #24.

Sarver Vrooman Wealth Advisors first reported a position in SPHQ in Q1 2025 and has held it in 7 quarters since. The position peaked at $191K in Q2 2026. 68 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 2,209 shares of Invesco S&P 500 Quality ETF worth $186K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors bought 71 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $6.08K.
  • Invesco S&P 500 Quality ETF made up 0.11% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $191K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.