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Waterloo Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Waterloo Capital’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 		$242K Buy
+2,690
New +$224K 0.01% 496
2020
Q1 		$352K Buy
+11,769
New +$408K 0.25% 90

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

Waterloo Capital's SPHQ Position: Q2 2026 in Review

Waterloo Capital opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,690 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in SPHQ as recently as Q1 2020.

Waterloo Capital first reported a position in SPHQ in Q1 2020 and has held it in 2 quarters since. The position peaked at $352K in Q1 2020. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Waterloo Capital held 2,690 shares of Invesco S&P 500 Quality ETF worth $242K as of Q2 2026.
  • Invesco S&P 500 Quality ETF was a new Waterloo Capital position in Q2 2026.
  • Invesco S&P 500 Quality ETF made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #496 holding.
  • Waterloo Capital first reported a position in Invesco S&P 500 Quality ETF in Q1 2020 and has held it in 2 quarters since.
  • Waterloo Capital's Invesco S&P 500 Quality ETF position peaked at $352K in Q1 2020.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.