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Sound View Wealth Advisors Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sound View Wealth Advisors Group’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 		$17.5M Sell
193,846
-728
-0.4% -$60.5K 1.08% 24
2026
Q1 		$14.6M Sell
194,574
-2,581
-1% -$201K 1% 26
2025
Q4 		$14.8M Sell
197,155
-1,432
-0.7% -$106K 0.99% 26
2025
Q3 		$14.6M Sell
198,587
-15,139
-7% -$1.09M 1% 25
2025
Q2 		$15.2M Sell
213,726
-3,585
-2% -$242K 1.13% 23
2025
Q1 		$14.4M Buy
217,311
+3,753
+2% +$257K 1.18% 21
2024
Q4 		$14.3M Buy
213,558
+7,809
+4% +$529K 1.15% 23
2024
Q3 		$13.8M Buy
205,749
+29,180
+17% +$1.9M 1.13% 22
2024
Q2 		$11.2M Buy
176,569
+18,284
+12% +$1.11M 1.16% 23
2024
Q1 		$9.56M Sell
158,285
-6,961
-4% -$399K 1.02% 26
2023
Q4 		$8.94M Buy
165,246
+7,115
+4% +$366K 0.99% 24
2023
Q3 		$7.91M Buy
158,131
+11,076
+8% +$568K 0.98% 27
2023
Q2 		$7.42M Buy
147,055
+913
+0.6% +$44K 0.97% 27
2023
Q1 		$6.92M Sell
146,142
-19,104
-12% -$873K 0.95% 24
2022
Q4 		$8.94M Buy
165,246
+69,436
+72% +$3.03M 0.99% 24
2022
Q3 		$3.81M Sell
95,810
-741
-0.8% -$32.5K 0.85% 35
2022
Q2 		$4.05M Buy
96,551
+459
+0.5% +$21.1K 0.85% 34
2022
Q1 		$4.8M Buy
96,092
+1,276
+1% +$64.3K 0.91% 32
2021
Q4 		$5.04M Sell
94,816
-1,504
-2% -$77.6K 0.95% 32
2021
Q3 		$4.68M Sell
96,320
-3,965
-4% -$198K 0.98% 28
2021
Q2 		$4.87M Sell
100,285
-173
-0.2% -$8.04K 1.02% 28
2021
Q1 		$4.45M Sell
100,458
-1,116
-1% -$48.2K 1.04% 29
2020
Q4 		$4.28M Buy
101,574
+4,547
+5% +$183K 1.04% 29
2020
Q3 		$3.75M Sell
97,027
-690
-0.7% -$26.1K 0.99% 30
2020
Q2 		$3.46M Buy
97,717
+68,972
+240% +$2.34M 0.97% 32
2020
Q1 		$860K Sell
28,745
-1,494
-5% -$51.8K 0.3% 88
2019
Q4 		$1.11M Sell
30,239
-19,681
-39% -$685K 0.31% 88
2019
Q3 		$1.67M Sell
49,920
-6,073
-11% -$202K 0.5% 63
2019
Q2 		$1.85M Buy
+55,993
New +$1.83M 0.55% 59

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Sound View Wealth Advisors Group's SPHQ Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.37% in Q2 2026, selling an estimated $60.5K and leaving 193,846 shares worth $17.5M. The position accounts for 1.08% of the portfolio, ranked #24.

Sound View Wealth Advisors Group first reported a position in SPHQ in Q2 2019 and has held it in 29 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Sound View Wealth Advisors Group held 193,846 shares of Invesco S&P 500 Quality ETF worth $17.5M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 728 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $60.5K.
  • Invesco S&P 500 Quality ETF made up 1.08% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #24 holding.
  • Sound View Wealth Advisors Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2019 and has held it in 29 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.