Total Clarity Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Total Clarity Wealth Management’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	$1.92M	Buy	21,296 +1,002	+5%	+$83.3K	0.37%	73
2026 Q1	$1.53M	Buy	20,294 +6,482	+47%	+$504K	0.36%	72
2025 Q4	$1.04M	Sell	13,812 -876	-6%	-$65.1K	0.25%	103
2025 Q3	$1.08M	Sell	14,688 -12,592	-46%	-$909K	0.29%	92
2025 Q2	$1.94M	Buy	27,280 +22,697	+495%	+$1.54M	0.56%	48
2025 Q1	$307K	Hold	4,583	–	–	0.1%	192
2024 Q4	$307K	Sell	4,583 -4,102	-47%	-$278K	0.1%	193
2024 Q3	$584K	Buy	8,685 +88	+1%	+$5.72K	0.19%	132
2024 Q2	$546K	Buy	8,597 +4,915	+133%	+$300K	0.19%	125
2024 Q1	$222K	Buy	+3,682	New	+$211K	0.08%	240
2022 Q3	–	Sell	-644	Closed	-$27K	–	870
2022 Q2	$27K	Buy	+644	New	+$29.6K	0.01%	509
2022 Q1	–	Sell	-644	Closed	-$34K	–	805
2021 Q4	$34K	Hold	644	–	–	0.02%	469
2021 Q3	$31K	Buy	+644	New	+$32.2K	0.01%	473
2021 Q2	–	Sell	-644	Closed	-$29K	–	657
2021 Q1	$29K	Buy	+644	New	+$27.8K	0.02%	408
2020 Q1	–	Sell	-644	Closed	-$24K	–	535
2019 Q4	$24K	Buy	+644	New	+$22.4K	0.02%	372

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

Total Clarity Wealth Management's SPHQ Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 4.9% in Q2 2026, buying an estimated $83.3K and bringing the position to 21,296 shares worth $1.92M. The position accounts for 0.37% of the portfolio, ranked #73.

Total Clarity Wealth Management first reported a position in SPHQ in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.94M in Q2 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Total Clarity Wealth Management held 21,296 shares of Invesco S&P 500 Quality ETF worth $1.92M as of Q2 2026.
Total Clarity Wealth Management bought 1,002 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $83.3K.
Invesco S&P 500 Quality ETF made up 0.37% of Total Clarity Wealth Management's portfolio in Q2 2026, its #73 holding.
Total Clarity Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and has held it in 15 quarters since.
Total Clarity Wealth Management's Invesco S&P 500 Quality ETF position peaked at $1.94M in Q2 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.