SYM Financial Corp’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

SYM Financial Corp’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	$51K	Hold	566	–	–	﹤0.01%	435
2026 Q1	$42.6K	Buy	566 +124	+28%	+$9.64K	﹤0.01%	367
2025 Q4	$33.2K	Hold	442	–	–	﹤0.01%	371
2025 Q3	$32.4K	Hold	442	–	–	﹤0.01%	372
2025 Q2	$31.5K	Hold	442	–	–	﹤0.01%	372
2025 Q1	$29.3K	Hold	442	–	–	﹤0.01%	322
2024 Q4	$29.6K	Hold	442	–	–	﹤0.01%	296
2024 Q3	$29.7K	Hold	442	–	–	﹤0.01%	236
2024 Q2	$28.1K	Buy	+442	New	+$26.9K	﹤0.01%	222

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SYM Financial Corp's SPHQ Position: Q2 2026 in Review

SYM Financial Corp held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 566 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

SYM Financial Corp first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

SYM Financial Corp held 566 shares of Invesco S&P 500 Quality ETF worth $51K as of Q2 2026.
SYM Financial Corp left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #435 holding.
SYM Financial Corp first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.