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

Savvy Advisors 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	$7.75M	Sell	86,064 -1,684	-2%	-$140K	0.16%	109
2026 Q1	$6.6M	Sell	87,748 -2,871	-3%	-$223K	0.18%	97
2025 Q4	$6.8M	Buy	90,619 +85,174	+1,564%	+$6.33M	0.22%	77
2025 Q3	$399K	Sell	5,445 -354	-6%	-$25.6K	0.02%	514
2025 Q2	$413K	Buy	5,799 +1,076	+23%	+$72.8K	0.03%	401
2025 Q1	$313K	Buy	4,723 +448	+10%	+$30.7K	0.03%	384
2024 Q4	$287K	Buy	4,275 +542	+15%	+$36.7K	0.03%	346
2024 Q3	$251K	Buy	3,733 +568	+18%	+$36.9K	0.05%	292
2024 Q2	$201K	Buy	+3,165	New	+$193K	0.07%	292

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

Savvy Advisors Inc's SPHQ Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.9% in Q2 2026, selling an estimated $140K and leaving 86,064 shares worth $7.75M. The position accounts for 0.16% of the portfolio, ranked #109.

Savvy Advisors Inc 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.

Savvy Advisors Inc held 86,064 shares of Invesco S&P 500 Quality ETF worth $7.75M as of Q2 2026.
Savvy Advisors Inc sold 1,684 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $140K.
Invesco S&P 500 Quality ETF made up 0.16% of Savvy Advisors Inc's portfolio in Q2 2026, its #109 holding.
Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.