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

SHP 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
Q1 		$327K Buy
4,354
+6
+0.1% +$467 0.02% 194
2025
Q4 		$326K Buy
+4,348
New +$323K 0.03% 186

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SHP Wealth Management's SPHQ Position: Q1 2026 in Review

SHP Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.14% in Q1 2026, buying an estimated $467 and bringing the position to 4,354 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #194.

SHP Wealth Management first reported a position in SPHQ in Q4 2025 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • SHP Wealth Management held 4,354 shares of Invesco S&P 500 Quality ETF worth $327K as of Q1 2026.
  • SHP Wealth Management bought 6 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $467.
  • Invesco S&P 500 Quality ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #194 holding.
  • SHP Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.