SIMA Wealth Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

SIMA Wealth Partners’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	$222K	Hold	2,462	–	–	0.16%	47
2026 Q1	$185K	Sell	2,462 -540	-18%	-$42K	0.14%	49
2025 Q4	$225K	Hold	3,002	–	–	0.17%	46
2025 Q3	$220K	Hold	3,002	–	–	0.17%	46
2025 Q2	$214K	Sell	3,002 -150	-5%	-$10.1K	0.17%	45
2025 Q1	$209K	Hold	3,152	–	–	0.17%	47
2024 Q4	$211K	Hold	3,152	–	–	0.18%	49
2024 Q3	$212K	Hold	3,152	–	–	0.18%	47
2024 Q2	$200K	Buy	+3,152	New	+$192K	0.19%	46

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

SIMA Wealth Partners's SPHQ Position: Q2 2026 in Review

SIMA Wealth Partners held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 2,462 shares worth $222K. The position accounts for 0.16% of the portfolio, ranked #47.

SIMA Wealth Partners first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $225K in Q4 2025. 818 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

SIMA Wealth Partners held 2,462 shares of Invesco S&P 500 Quality ETF worth $222K as of Q2 2026.
SIMA Wealth Partners left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.16% of SIMA Wealth Partners's portfolio in Q2 2026, its #47 holding.
SIMA Wealth Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Invesco S&P 500 Quality ETF position peaked at $225K in Q4 2025.
818 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.