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

Wealth Enhancement Trust 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	$38.1M	Sell	422,624 -5,223	-1%	-$434K	4.23%	2
2026 Q1	$32.2M	Sell	427,847 -17,591	-4%	-$1.37M	3.89%	2
2025 Q4	$33.4M	Buy	+445,438	New	+$33.1M	4.22%	2

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.2% in Q2 2026, selling an estimated $434K and leaving 422,624 shares worth $38.1M. The position accounts for 4.23% of the portfolio, ranked #2.

Wealth Enhancement Trust Services first reported a position in SPHQ in Q4 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Wealth Enhancement Trust Services held 422,624 shares of Invesco S&P 500 Quality ETF worth $38.1M as of Q2 2026.
Wealth Enhancement Trust Services sold 5,223 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $434K.
Invesco S&P 500 Quality ETF made up 4.23% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #2 holding.
Wealth Enhancement Trust Services first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 3 quarters since.
650 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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