Vermillion & White Wealth Management Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Vermillion & White Wealth Management 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 Q2	$1.65M	Hold	18,268	–	–	0.83%	17
2026 Q1	$1.37M	Sell	18,268 -3,071	-14%	-$239K	0.79%	19
2025 Q4	$1.6M	Hold	21,339	–	–	0.87%	18
2025 Q3	$1.56M	Hold	21,339	–	–	0.89%	18
2025 Q2	$1.52M	Buy	+21,339	New	+$1.44M	0.99%	16

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

Vermillion & White Wealth Management Group's SPHQ Position: Q2 2026 in Review

Vermillion & White Wealth Management Group held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 18,268 shares worth $1.65M. The position accounts for 0.83% of the portfolio, ranked #17.

Vermillion & White Wealth Management Group first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Vermillion & White Wealth Management Group held 18,268 shares of Invesco S&P 500 Quality ETF worth $1.65M as of Q2 2026.
Vermillion & White Wealth Management Group left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.83% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #17 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.