Sheets Smith Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sheets Smith Wealth Management’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	$1.34M	Sell	14,824 -7,235	-33%	-$601K	0.13%	157
2026 Q1	$1.66M	Buy	22,059 +1,225	+6%	+$95.3K	0.19%	121
2025 Q4	$1.56M	Buy	20,834 +425	+2%	+$31.6K	0.17%	122
2025 Q3	$1.5M	Buy	20,409 +111	+0.5%	+$8.01K	0.17%	129
2025 Q2	$1.45M	Buy	+20,298	New	+$1.37M	0.17%	123
2025 Q1	–	Sell	-3,284	Closed	-$220K	–	385
2024 Q4	$220K	Buy	+3,284	New	+$223K	0.03%	361
2023 Q4	–	Sell	-1,112	Closed	-$55.6K	–	476
2023 Q3	$55.6K	Buy	+1,112	New	+$57K	0.01%	378

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

Sheets Smith Wealth Management's SPHQ Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 33% in Q2 2026, selling an estimated $601K and leaving 14,824 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #157.

Sheets Smith Wealth Management first reported a position in SPHQ in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.66M in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Sheets Smith Wealth Management held 14,824 shares of Invesco S&P 500 Quality ETF worth $1.34M as of Q2 2026.
Sheets Smith Wealth Management sold 7,235 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $601K.
Invesco S&P 500 Quality ETF made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #157 holding.
Sheets Smith Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2023 and has held it in 7 quarters since.
Sheets Smith Wealth Management's Invesco S&P 500 Quality ETF position peaked at $1.66M in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.