Wealth Management Associates’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wealth Management Associates’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	$319K	Buy	3,542 +327	+10%	+$27.2K	0.09%	193
2026 Q1	$242K	Buy	3,215 +3	+0.1%	+$233	0.08%	205
2025 Q4	$241K	Sell	3,212 -8	-0.2%	-$594	0.08%	203
2025 Q3	$236K	Sell	3,220 -7	-0.2%	-$505	0.08%	203
2025 Q2	$230K	Buy	3,227 +102	+3%	+$6.9K	0.09%	196
2025 Q1	$207K	Sell	3,125 -102	-3%	-$6.99K	0.09%	198
2024 Q4	$216K	Buy	3,227 +77	+2%	+$5.22K	0.09%	191
2024 Q3	$212K	Buy	+3,150	New	+$205K	0.09%	192

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Management Associates's SPHQ Position: Q2 2026 in Review

Wealth Management Associates increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 10% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,542 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #193.

Wealth Management Associates first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Wealth Management Associates held 3,542 shares of Invesco S&P 500 Quality ETF worth $319K as of Q2 2026.
Wealth Management Associates bought 327 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $27.2K.
Invesco S&P 500 Quality ETF made up 0.09% of Wealth Management Associates's portfolio in Q2 2026, its #193 holding.
Wealth Management Associates first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.