UBS AM
SPHQ icon

UBS AM’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

UBS AM’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 		$443K Sell
4,921
-1,010
-17% -$84K ﹤0.01% 2579
2026
Q1 		$446K Buy
5,931
+4,153
+234% +$323K ﹤0.01% 2585
2025
Q4 		$133K Buy
+1,778
New +$132K ﹤0.01% 2501
2025
Q1 		– Sell
-2,079
Closed -$139K – 2694
2024
Q4 		$139K Buy
+2,079
New +$141K ﹤0.01% 2637

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

UBS AM's SPHQ Position: Q2 2026 in Review

UBS AM reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 17% in Q2 2026, selling an estimated $84K and leaving 4,921 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

UBS AM first reported a position in SPHQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $446K in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • UBS AM held 4,921 shares of Invesco S&P 500 Quality ETF worth $443K as of Q2 2026.
  • UBS AM sold 1,010 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $84K.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2579 holding.
  • UBS AM first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 4 quarters since.
  • UBS AM's Invesco S&P 500 Quality ETF position peaked at $446K in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.