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

Sherman 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 		$1.89M Buy
20,975
+1,507
+8% +$125K 1.42% 18
2026
Q1 		$1.46M Buy
19,468
+6,102
+46% +$474K 1.26% 23
2025
Q4 		$1M Buy
+13,366
New +$993K 0.87% 30

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Sherman Wealth Management's SPHQ Position: Q2 2026 in Review

Sherman Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 7.7% in Q2 2026, buying an estimated $125K and bringing the position to 20,975 shares worth $1.89M. The position accounts for 1.42% of the portfolio, ranked #18.

Sherman Wealth Management first reported a position in SPHQ in Q4 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Sherman Wealth Management held 20,975 shares of Invesco S&P 500 Quality ETF worth $1.89M as of Q2 2026.
  • Sherman Wealth Management bought 1,507 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $125K.
  • Invesco S&P 500 Quality ETF made up 1.42% of Sherman Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Sherman Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.