The Wealth Group
SPHQ icon

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

The Wealth Group’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
Q3 		$1.28M Buy
15,078
+2,267
+18% +$194K 0.24% 34
2026
Q2 		$1.15M Hold
12,811
– – 0.22% 33
2026
Q1 		$963K Buy
12,811
+2,477
+24% +$193K 0.22% 36
2025
Q4 		$776K Sell
10,334
-68
-0.7% -$5.05K 0.17% 44
2025
Q3 		$762K Sell
10,402
-1,528
-13% -$110K 0.18% 43
2025
Q2 		$850K Buy
+11,930
New +$807K 0.22% 39

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Union Savings Bank
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return

The Wealth Group's SPHQ Position: Q3 2026 in Review

The Wealth Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 18% in Q3 2026, buying an estimated $194K and bringing the position to 15,078 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #34.

The Wealth Group first reported a position in SPHQ in Q2 2025 and has held it in 6 quarters since. 313 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • The Wealth Group held 15,078 shares of Invesco S&P 500 Quality ETF worth $1.28M as of Q3 2026.
  • The Wealth Group bought 2,267 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $194K.
  • Invesco S&P 500 Quality ETF made up 0.24% of The Wealth Group's portfolio in Q3 2026, its #34 holding.
  • The Wealth Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 6 quarters since.
  • 313 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.