Thurston Springer Miller Herd & Titak’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Thurston Springer Miller Herd & Titak’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	$836K	Buy	9,282 +2,451	+36%	+$204K	0.3%	90
2026 Q1	$514K	Sell	6,831 -20	-0.3%	-$1.55K	0.21%	124
2025 Q4	$514K	Buy	6,851 +6,225	+994%	+$462K	0.18%	134
2025 Q3	$45.9K	Sell	626 -14,670	-96%	-$1.06M	0.09%	210
2025 Q2	$1.09M	Buy	15,296 +10,318	+207%	+$698K	0.14%	165
2025 Q1	$330K	Buy	4,978 +371	+8%	+$25.4K	0.06%	240
2024 Q4	$309K	Buy	4,607 +720	+19%	+$48.8K	0.06%	223
2024 Q3	$261K	Sell	3,887 -121	-3%	-$7.86K	0.07%	220
2024 Q2	$255K	Buy	+4,008	New	+$244K	0.08%	205

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

Thurston Springer Miller Herd & Titak's SPHQ Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 36% in Q2 2026, buying an estimated $204K and bringing the position to 9,282 shares worth $836K. The position accounts for 0.3% of the portfolio, ranked #90.

Thurston Springer Miller Herd & Titak first reported a position in SPHQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q2 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Thurston Springer Miller Herd & Titak held 9,282 shares of Invesco S&P 500 Quality ETF worth $836K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 2,451 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $204K.
Invesco S&P 500 Quality ETF made up 0.3% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #90 holding.
Thurston Springer Miller Herd & Titak first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Invesco S&P 500 Quality ETF position peaked at $1.09M in Q2 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.