WBH Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WBH Advisory’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	$4.67M	Buy	+51,841	New	+$4.31M	0.31%	68
2025 Q4	–	Sell	-9,789	Closed	-$717K	–	351
2025 Q3	$717K	Buy	+9,789	New	+$707K	0.05%	197

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

WBH Advisory's SPHQ Position: Q2 2026 in Review

WBH Advisory opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 51,841 shares worth $4.67M. The stake represents 0.31% of the portfolio and ranks #68 among its holdings. This is a return to the name: WBH Advisory previously reported a position in SPHQ as recently as Q3 2025.

WBH Advisory first reported a position in SPHQ in Q3 2025 and has held it in 2 quarters since. 609 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

WBH Advisory held 51,841 shares of Invesco S&P 500 Quality ETF worth $4.67M as of Q2 2026.
Invesco S&P 500 Quality ETF was a new WBH Advisory position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.31% of WBH Advisory's portfolio in Q2 2026, its #68 holding.
WBH Advisory first reported a position in Invesco S&P 500 Quality ETF in Q3 2025 and has held it in 2 quarters since.
609 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.