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

SteelPeak Wealth’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 		– Sell
-2,998
Closed -$225K – 698
2026
Q1 		$225K Sell
2,998
-5,744
-66% -$447K 0.01% 510
2025
Q4 		$656K Sell
8,742
-3,313
-27% -$246K 0.02% 325
2025
Q3 		$884K Sell
12,055
-222
-2% -$16K 0.03% 309
2025
Q2 		$875K Sell
12,277
-279
-2% -$18.9K 0.03% 286
2025
Q1 		$833K Sell
12,556
-7,371
-37% -$505K 0.03% 282
2024
Q4 		$1.34M Buy
19,927
+5,363
+37% +$364K 0.05% 214
2024
Q3 		$980K Sell
14,564
-3,858
-21% -$251K 0.04% 234
2024
Q2 		$1.17M Buy
18,422
+219
+1% +$13.4K 0.05% 210
2024
Q1 		$1.1M Sell
18,203
-6,814
-27% -$390K 0.06% 207
2023
Q4 		$1.35M Buy
+25,017
New +$1.29M 0.08% 174

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

SteelPeak Wealth's SPHQ Position: Q2 2026 in Review

SteelPeak Wealth sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 2,998 shares — an estimated $225K sold.

SteelPeak Wealth first reported a position in SPHQ in Q4 2023 and held it in 10 quarters. The position peaked at $1.35M in Q4 2023. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • SteelPeak Wealth reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 2,998 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $225K.
  • SteelPeak Wealth first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and held it in 10 quarters.
  • SteelPeak Wealth's Invesco S&P 500 Quality ETF position peaked at $1.35M in Q4 2023.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.