Transamerica Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Transamerica Financial Advisors’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	$728K	Buy	8,075 +7,884	+4,128%	+$655K	0.06%	249
2026 Q1	$14.4K	Hold	191	–	–	﹤0.01%	857
2025 Q4	$14.4K	Sell	191 -616	-76%	-$45.7K	﹤0.01%	781
2025 Q3	$59.1K	Buy	+807	New	+$58.2K	﹤0.01%	461
2023 Q4	–	Sell	-177	Closed	-$9K	–	652
2023 Q3	$9K	Buy	177 +83	+88%	+$4.25K	﹤0.01%	339
2023 Q2	$5K	Hold	94	–	–	﹤0.01%	324
2023 Q1	$5K	Hold	94	–	–	﹤0.01%	334
2022 Q4	$5K	Buy	+94	New	+$4.11K	﹤0.01%	342

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 22.9% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Transamerica Financial Advisors's SPHQ Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 4,128% in Q2 2026, buying an estimated $655K and bringing the position to 8,075 shares worth $728K. The position accounts for 0.06% of the portfolio, ranked #249.

Transamerica Financial Advisors first reported a position in SPHQ in Q4 2022 and has held it in 8 quarters since. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Transamerica Financial Advisors held 8,075 shares of Invesco S&P 500 Quality ETF worth $728K as of Q2 2026.
Transamerica Financial Advisors bought 7,884 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $655K.
Invesco S&P 500 Quality ETF made up 0.06% of Transamerica Financial Advisors's portfolio in Q2 2026, its #249 holding.
Transamerica Financial Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2022 and has held it in 8 quarters since.
826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.