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

Steelhead 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 Q1	$2.26M	Buy	+30,111	New	+$2.34M	1.15%	22

Other funds holding SPHQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Steelhead Wealth Management's SPHQ Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 30,111 shares worth $2.26M. The stake represents 1.15% of the portfolio and ranks #22 among its holdings.

744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

Steelhead Wealth Management held 30,111 shares of Invesco S&P 500 Quality ETF worth $2.26M as of Q1 2026.
Invesco S&P 500 Quality ETF was a new Steelhead Wealth Management position in Q1 2026.
Invesco S&P 500 Quality ETF made up 1.15% of Steelhead Wealth Management's portfolio in Q1 2026, its #22 holding.
744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.