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Spire Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Spire Wealth 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 		$701K Buy
7,783
+68
+0.9% +$5.65K 0.02% 467
2026
Q1 		$580K Buy
7,715
+96
+1% +$7.46K 0.02% 508
2025
Q4 		$572K Buy
7,619
+433
+6% +$32.2K 0.02% 511
2025
Q3 		$527K Buy
7,186
+1,020
+17% +$73.6K 0.02% 513
2025
Q2 		$439K Sell
6,166
-462
-7% -$31.2K 0.02% 542
2025
Q1 		$440K Sell
6,628
-154
-2% -$10.5K 0.01% 604
2024
Q4 		$455K Buy
6,782
+293
+5% +$19.9K 0.01% 573
2024
Q3 		$436K Buy
6,489
+1,265
+24% +$82.2K 0.01% 554
2024
Q2 		$332K Buy
5,224
+1,058
+25% +$64.5K 0.01% 586
2024
Q1 		$252K Buy
4,166
+868
+26% +$49.7K ﹤0.01% 713
2023
Q4 		$183K Buy
3,298
+701
+27% +$36K 0.01% 785
2023
Q3 		$130K Buy
2,597
+83
+3% +$4.25K ﹤0.01% 851
2023
Q2 		$127K Buy
2,514
+314
+14% +$15.1K ﹤0.01% 896
2023
Q1 		$104K Hold
2,200
– – ﹤0.01% 956
2022
Q4 		$97K Buy
2,200
+2,000
+1,000% +$87.3K 0.01% 760
2022
Q3 		$8K Sell
200
-2,160
-92% -$94.7K ﹤0.01% 1636
2022
Q2 		$99K Buy
2,360
+160
+7% +$7.35K ﹤0.01% 1038
2022
Q1 		$110K Hold
2,200
– – ﹤0.01% 1131
2021
Q4 		$117K Hold
2,200
– – ﹤0.01% 1335
2021
Q3 		$107K Buy
2,200
+2,000
+1,000% +$100K ﹤0.01% 1173
2021
Q2 		$10K Hold
200
– – ﹤0.01% 2130
2021
Q1 		$9K Buy
+200
New +$8.64K ﹤0.01% 2456

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

Spire Wealth Management's SPHQ Position: Q2 2026 in Review

Spire Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.88% in Q2 2026, buying an estimated $5.65K and bringing the position to 7,783 shares worth $701K. The position accounts for 0.02% of the portfolio, ranked #467.

Spire Wealth Management first reported a position in SPHQ in Q1 2021 and has held it in 22 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Spire Wealth Management held 7,783 shares of Invesco S&P 500 Quality ETF worth $701K as of Q2 2026.
  • Spire Wealth Management bought 68 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $5.65K.
  • Invesco S&P 500 Quality ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #467 holding.
  • Spire Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and has held it in 22 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.