Vertex Planning Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Vertex Planning Partners’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	$634K	Buy	+7,032	New	+$585K	0.09%	77

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

Vertex Planning Partners's SPHQ Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 7,032 shares worth $634K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings.

823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Vertex Planning Partners held 7,032 shares of Invesco S&P 500 Quality ETF worth $634K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Vertex Planning Partners position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.09% of Vertex Planning Partners's portfolio in Q2 2026, its #77 holding.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.