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

VestGen 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	$383K	Buy	4,247 +1,237	+41%	+$103K	0.01%	759
2026 Q1	$249K	Buy	3,010 +40	+1%	+$3.11K	0.01%	919
2025 Q4	$223K	Sell	2,970 -18,078	-86%	-$1.34M	0.01%	695
2025 Q3	$1.54M	Sell	21,048 -466	-2%	-$33.6K	0.05%	299
2025 Q2	$1.53M	Buy	21,514 +16	+0.1%	+$1.08K	0.06%	261
2025 Q1	$1.43M	Buy	+21,498	New	+$1.47M	0.06%	257

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

VestGen Advisors's SPHQ Position: Q2 2026 in Review

VestGen Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 41% in Q2 2026, buying an estimated $103K and bringing the position to 4,247 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #759.

VestGen Advisors first reported a position in SPHQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q3 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

VestGen Advisors held 4,247 shares of Invesco S&P 500 Quality ETF worth $383K as of Q2 2026.
VestGen Advisors bought 1,237 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $103K.
Invesco S&P 500 Quality ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #759 holding.
VestGen Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Invesco S&P 500 Quality ETF position peaked at $1.54M in Q3 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.