Smartleaf Asset Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Smartleaf Asset 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	$1.78M	Hold	20,050	–	–	0.06%	284
2026 Q1	$1.47M	Buy	20,050 +19,610	+4,457%	+$1.52M	0.05%	315
2025 Q4	$33.3K	Sell	440 -339	-44%	-$25.2K	﹤0.01%	1752
2025 Q3	$56.8K	Buy	779 +517	+197%	+$37.3K	﹤0.01%	1335
2025 Q2	$18.6K	Buy	262 +58	+28%	+$3.92K	﹤0.01%	1584
2025 Q1	$13.4K	Buy	+204	New	+$14K	﹤0.01%	1802

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

Smartleaf Asset Management's SPHQ Position: Q2 2026 in Review

Smartleaf Asset Management held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 20,050 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #284.

Smartleaf Asset Management first reported a position in SPHQ in Q1 2025 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Smartleaf Asset Management held 20,050 shares of Invesco S&P 500 Quality ETF worth $1.78M as of Q2 2026.
Smartleaf Asset Management left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #284 holding.
Smartleaf Asset Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 6 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.