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

Waverly 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
Q1 		$765K Sell
10,169
-387
-4% -$30.1K 0.01% 918
2025
Q4 		$792K Buy
10,556
+4,670
+79% +$347K 0.01% 836
2025
Q3 		$431K Buy
5,886
+1,644
+39% +$119K ﹤0.01% 905
2025
Q2 		$302K Buy
4,242
+42
+1% +$2.84K ﹤0.01% 965
2025
Q1 		$279K Buy
+4,200
New +$288K ﹤0.01% 941

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waverly Advisors's SPHQ Position: Q1 2026 in Review

Waverly Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.7% in Q1 2026, selling an estimated $30.1K and leaving 10,169 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #918.

Waverly Advisors first reported a position in SPHQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $792K in Q4 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Waverly Advisors held 10,169 shares of Invesco S&P 500 Quality ETF worth $765K as of Q1 2026.
  • Waverly Advisors sold 387 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $30.1K.
  • Invesco S&P 500 Quality ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #918 holding.
  • Waverly Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Invesco S&P 500 Quality ETF position peaked at $792K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.