Wealth Enhancement Advisory Services
SPHQ icon

Wealth Enhancement Advisory Services’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wealth Enhancement Advisory Services’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 		$523M Buy
5,948,776
+441,445
+8% +$36.7M 0.87% 17
2026
Q1 		$416M Sell
5,507,331
-2,408,588
-30% -$187M 0.85% 18
2025
Q4 		$612M Buy
7,915,919
+253,950
+3% +$18.9M 0.83% 18
2025
Q3 		$565M Buy
7,661,969
+200,729
+3% +$14.5M 0.85% 17
2025
Q2 		$538M Sell
7,461,240
-179,348
-2% -$12.1M 0.89% 17
2025
Q1 		$507M Sell
7,640,588
-523,162
-6% -$35.8M 0.97% 17
2024
Q4 		$547M Buy
8,163,750
+329,270
+4% +$22.3M 1.05% 14
2024
Q3 		$527M Buy
7,834,480
+376,770
+5% +$24.5M 1.13% 13
2024
Q2 		$474M Buy
7,457,710
+479,490
+7% +$29.2M 1.13% 13
2024
Q1 		$422M Buy
6,978,220
+1,183,904
+20% +$67.8M 1.09% 14
2023
Q4 		$313M Buy
5,794,316
+606,341
+12% +$31.2M 0.91% 16
2023
Q3 		$260M Buy
5,187,975
+1,029,835
+25% +$52.8M 0.85% 15
2023
Q2 		$210M Buy
4,158,140
+204,241
+5% +$9.84M 2.26% 11
2023
Q1 		$187M Buy
3,953,899
+473,078
+14% +$21.6M 2.18% 9
2022
Q4 		$159M Buy
3,480,821
+196,957
+6% +$8.6M 2.04% 12
2022
Q3 		$134M Buy
3,283,864
+454,903
+16% +$20M 1.92% 12
2022
Q2 		$121M Buy
2,828,961
+688,172
+32% +$31.6M 1.69% 14
2022
Q1 		$108M Buy
2,140,789
+575,630
+37% +$29M 1.45% 15
2021
Q4 		$80.2M Buy
+1,565,159
New +$80.8M 1.15% 21

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPHQ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8% in Q2 2026, buying an estimated $36.7M and bringing the position to 5,948,776 shares worth $523M. The position accounts for 0.87% of the portfolio, ranked #17.

Wealth Enhancement Advisory Services first reported a position in SPHQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $612M in Q4 2025. 123 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,948,776 shares of Invesco S&P 500 Quality ETF worth $523M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 441,445 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $36.7M.
  • Invesco S&P 500 Quality ETF made up 0.87% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #17 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Invesco S&P 500 Quality ETF position peaked at $612M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.