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Seamount Financial Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Seamount Financial Group’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 		$1.3M Sell
14,408
-336
-2% -$27.9K 0.52% 43
2026
Q1 		$1.11M Buy
14,744
+77
+0.5% +$5.99K 0.5% 47
2025
Q4 		$1.1M Sell
14,667
-38
-0.3% -$2.82K 0.5% 44
2025
Q3 		$1.08M Buy
14,705
+40
+0.3% +$2.89K 0.51% 46
2025
Q2 		$1.05M Buy
14,665
+767
+6% +$51.9K 0.54% 46
2025
Q1 		$922K Sell
13,898
-463
-3% -$31.7K 0.63% 41
2024
Q4 		$963K Buy
14,361
+35
+0.2% +$2.37K 0.66% 38
2024
Q3 		$964K Buy
14,326
+309
+2% +$20.1K 0.72% 33
2024
Q2 		$891K Buy
14,017
+763
+6% +$46.5K 0.73% 36
2024
Q1 		$801K Buy
13,254
+37
+0.3% +$2.12K 0.7% 36
2023
Q4 		$715K Buy
+13,217
New +$679K 0.68% 40

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
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
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Seamount Financial Group's SPHQ Position: Q2 2026 in Review

Seamount Financial Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.3% in Q2 2026, selling an estimated $27.9K and leaving 14,408 shares worth $1.3M. The position accounts for 0.52% of the portfolio, ranked #43.

Seamount Financial Group first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. 255 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Seamount Financial Group held 14,408 shares of Invesco S&P 500 Quality ETF worth $1.3M as of Q2 2026.
  • Seamount Financial Group sold 336 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $27.9K.
  • Invesco S&P 500 Quality ETF made up 0.52% of Seamount Financial Group's portfolio in Q2 2026, its #43 holding.
  • Seamount Financial Group first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
  • 255 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.