J. M. Brown & Associates Inc.’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

J. M. Brown & Associates Inc.’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	$1.1M	Buy	+12,182	New	+$1.01M	0.63%	43

Other funds holding SPHQ

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

Wealth Enhancement Advisory Services

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

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Union Savings Bank Litchfield, Connecticut $249M AUM

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

J. M. Brown & Associates Inc.'s SPHQ Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 12,182 shares worth $1.1M. The stake represents 0.63% of the portfolio and ranks #43 among its holdings.

254 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

J. M. Brown & Associates Inc. held 12,182 shares of Invesco S&P 500 Quality ETF worth $1.1M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.63% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #43 holding.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.