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

Visionary Wealth 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	$3.11M	Buy	34,537 +794	+2%	+$66K	0.12%	165
2026 Q1	$2.54M	Buy	33,743 +3,400	+11%	+$264K	0.11%	177
2025 Q4	$2.28M	Buy	30,343 +2,035	+7%	+$151K	0.1%	181
2025 Q3	$2.07M	Buy	28,308 +5,401	+24%	+$390K	0.1%	194
2025 Q2	$1.63M	Buy	22,907 +3,679	+19%	+$249K	0.08%	218
2025 Q1	$1.28M	Buy	19,228 +4,288	+29%	+$294K	0.08%	229
2024 Q4	$1M	Buy	14,940 +11,247	+305%	+$763K	0.06%	252
2024 Q3	$248K	Buy	+3,693	New	+$240K	0.02%	479
2020 Q3	–	Sell	-13,850	Closed	-$490K	–	268
2020 Q2	$490K	Buy	13,850 +1,878	+16%	+$63.6K	0.07%	148
2020 Q1	$358K	Buy	11,972 +4,028	+51%	+$140K	0.07%	142
2019 Q4	$291K	Buy	+7,944	New	+$277K	0.05%	168

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

Visionary Wealth Advisors's SPHQ Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.4% in Q2 2026, buying an estimated $66K and bringing the position to 34,537 shares worth $3.11M. The position accounts for 0.12% of the portfolio, ranked #165.

Visionary Wealth Advisors first reported a position in SPHQ in Q4 2019 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Visionary Wealth Advisors held 34,537 shares of Invesco S&P 500 Quality ETF worth $3.11M as of Q2 2026.
Visionary Wealth Advisors bought 794 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $66K.
Invesco S&P 500 Quality ETF made up 0.12% of Visionary Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Visionary Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and has held it in 11 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.