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

Strategic 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 		$232K Buy
+2,574
New +$214K 0.05% 156
2025
Q3 		– Sell
-4,954
Closed -$353K – 187
2025
Q2 		$353K Hold
4,954
– – 0.07% 137
2025
Q1 		$329K Sell
4,954
-32
-0.6% -$2.19K 0.06% 156
2024
Q4 		$334K Hold
4,986
– – 0.06% 161
2024
Q3 		$335K Buy
4,986
+63
+1% +$4.09K 0.06% 167
2024
Q2 		$313K Hold
4,923
– – 0.06% 164
2024
Q1 		$297K Buy
4,923
+806
+20% +$46.2K 0.06% 173
2023
Q4 		$223K Hold
4,117
– – 0.04% 186
2023
Q3 		$206K Hold
4,117
– – 0.04% 183
2023
Q2 		$208K Sell
4,117
-5,300
-56% -$255K 0.04% 183
2023
Q1 		$446K Hold
9,417
– – 0.09% 140
2022
Q4 		$414K Sell
9,417
-276
-3% -$12.1K 0.09% 136
2022
Q3 		$385K Hold
9,693
– – 0.09% 138
2022
Q2 		$407K Sell
9,693
-918
-9% -$42.2K 0.09% 139
2022
Q1 		$529K Sell
10,611
-250
-2% -$12.6K 0.09% 141
2021
Q4 		$577K Sell
10,861
-1,741
-14% -$89.8K 0.08% 141
2021
Q3 		$611K Buy
12,602
+101
+0.8% +$5.05K 0.13% 125
2021
Q2 		$607K Sell
12,501
-197
-2% -$9.16K 0.16% 107
2021
Q1 		$562K Sell
12,698
-912
-7% -$39.4K 0.16% 102
2020
Q4 		$581K Sell
13,610
-2,695
-17% -$108K 0.17% 99
2020
Q3 		$635K Buy
16,305
+162
+1% +$6.13K 0.21% 91
2020
Q2 		$603K Buy
+16,143
New +$547K 0.23% 87

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

Strategic Advisors's SPHQ Position: Q2 2026 in Review

Strategic Advisors opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,574 shares worth $232K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Strategic Advisors previously reported a position in SPHQ as recently as Q2 2025.

Strategic Advisors first reported a position in SPHQ in Q2 2020 and has held it in 22 quarters since. The position peaked at $635K in Q3 2020. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Strategic Advisors held 2,574 shares of Invesco S&P 500 Quality ETF worth $232K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Strategic Advisors position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.05% of Strategic Advisors's portfolio in Q2 2026, its #156 holding.
  • Strategic Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and has held it in 22 quarters since.
  • Strategic Advisors's Invesco S&P 500 Quality ETF position peaked at $635K in Q3 2020.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.