SWA
SPHQ icon

SOA Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

SOA Wealth Advisors’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 		$15K Buy
+166
New +$13.8K ﹤0.01% 556

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

SOA Wealth Advisors's SPHQ Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 166 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings.

169 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • SOA Wealth Advisors held 166 shares of Invesco S&P 500 Quality ETF worth $15K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new SOA Wealth Advisors position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #556 holding.
  • 169 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.