Single Point Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Single Point 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	$324K	Buy	3,599 +7	+0.2%	+$582	0.06%	76
2026 Q1	$270K	Buy	3,592 +12	+0.3%	+$933	0.05%	71
2025 Q4	$269K	Buy	3,580 +10	+0.3%	+$743	0.05%	72
2025 Q3	$262K	Buy	3,570 +101	+3%	+$7.29K	0.05%	72
2025 Q2	$247K	Buy	3,469 +8	+0.2%	+$541	0.05%	76
2025 Q1	$230K	Buy	3,461 +9	+0.3%	+$617	0.05%	78
2024 Q4	$231K	Buy	3,452 +9	+0.3%	+$610	0.05%	71
2024 Q3	$232K	Buy	3,443 +9	+0.3%	+$585	0.37%	30
2024 Q2	$218K	Buy	3,434 +10	+0.3%	+$610	0.37%	30
2024 Q1	$207K	Buy	+3,424	New	+$196K	0.05%	73
2021 Q2	–	Sell	-5,502	Closed	-$246K	–	88
2021 Q1	$246K	Buy	5,502 +110	+2%	+$4.75K	0.09%	66
2020 Q4	$227K	Sell	5,392 -47	-0.9%	-$1.89K	0.1%	66
2020 Q3	$210K	Buy	+5,439	New	+$206K	0.11%	64

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

Single Point Partners's SPHQ Position: Q2 2026 in Review

Single Point Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.19% in Q2 2026, buying an estimated $582 and bringing the position to 3,599 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #76.

Single Point Partners first reported a position in SPHQ in Q3 2020 and has held it in 13 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Single Point Partners held 3,599 shares of Invesco S&P 500 Quality ETF worth $324K as of Q2 2026.
Single Point Partners bought 7 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $582.
Invesco S&P 500 Quality ETF made up 0.06% of Single Point Partners's portfolio in Q2 2026, its #76 holding.
Single Point Partners first reported a position in Invesco S&P 500 Quality ETF in Q3 2020 and has held it in 13 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.