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

Sequoia Financial 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	$42.2M	Sell	468,394 -80,524	-15%	-$6.69M	0.21%	79
2026 Q1	$41.3M	Sell	548,918 -12,828	-2%	-$997K	0.23%	79
2025 Q4	$42.2M	Buy	561,746 +537,812	+2,247%	+$39.9M	0.24%	78
2025 Q3	$1.75M	Buy	23,934 +15,681	+190%	+$1.13M	0.01%	573
2025 Q2	$588K	Sell	8,253 -210	-2%	-$14.2K	﹤0.01%	923
2025 Q1	$561K	Buy	8,463 +204	+2%	+$14K	﹤0.01%	814
2024 Q4	$554K	Buy	8,259 +41	+0.5%	+$2.78K	0.01%	764
2024 Q3	$553K	Buy	8,218 +10	+0.1%	+$650	0.01%	715
2024 Q2	$522K	Buy	8,208 +10	+0.1%	+$610	0.01%	672
2024 Q1	$495K	Sell	8,198 -527	-6%	-$30.2K	0.01%	691
2023 Q4	$472K	Buy	8,725 +2,852	+49%	+$147K	0.01%	754
2023 Q3	$294K	Buy	5,873 +172	+3%	+$8.82K	0.01%	698
2023 Q2	$288K	Buy	5,701 +331	+6%	+$15.9K	﹤0.01%	718
2023 Q1	$254K	Buy	+5,370	New	+$246K	0.01%	686

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

Sequoia Financial Advisors's SPHQ Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 15% in Q2 2026, selling an estimated $6.69M and leaving 468,394 shares worth $42.2M. The position accounts for 0.21% of the portfolio, ranked #79.

Sequoia Financial Advisors first reported a position in SPHQ in Q1 2023 and has held it in 14 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Sequoia Financial Advisors held 468,394 shares of Invesco S&P 500 Quality ETF worth $42.2M as of Q2 2026.
Sequoia Financial Advisors sold 80,524 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $6.69M.
Invesco S&P 500 Quality ETF made up 0.21% of Sequoia Financial Advisors's portfolio in Q2 2026, its #79 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 14 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.