WealthBridge Capital Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WealthBridge Capital Management’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	$658K	Sell	7,306 -980	-12%	-$81.5K	0.13%	118
2026 Q1	$623K	Sell	8,286 -50	-0.6%	-$3.89K	0.14%	110
2025 Q4	$626K	Hold	8,336	–	–	0.14%	104
2025 Q3	$611K	Hold	8,336	–	–	0.14%	104
2025 Q2	$594K	Sell	8,336 -150	-2%	-$10.1K	0.15%	103
2025 Q1	$563K	Buy	8,486 +8	+0.1%	+$548	0.16%	99
2024 Q4	$568K	Buy	8,478 +1,000	+13%	+$67.8K	0.16%	101
2024 Q3	$503K	Sell	7,478 -32	-0.4%	-$2.08K	0.14%	109
2024 Q2	$477K	Buy	7,510 +130	+2%	+$7.92K	0.16%	104
2024 Q1	$446K	Hold	7,380	–	–	0.15%	107
2023 Q4	$399K	Hold	7,380	–	–	0.15%	106
2023 Q3	$369K	Buy	7,380 +341	+5%	+$17.5K	0.15%	107
2023 Q2	$355K	Sell	7,039 -200	-3%	-$9.63K	0.14%	114
2023 Q1	$343K	Hold	7,239	–	–	0.14%	129
2022 Q4	$319K	Sell	7,239 -210	-3%	-$9.17K	0.13%	143
2022 Q3	$313K	Hold	7,449	–	–	0.13%	141
2022 Q2	$313K	Buy	7,449 +500	+7%	+$23K	0.13%	141
2022 Q1	$347K	Buy	6,949 +5	+0.1%	+$252	0.13%	125
2021 Q4	$369K	Buy	6,944 +200	+3%	+$10.3K	0.14%	115
2021 Q3	$327K	Buy	6,744 +857	+15%	+$42.8K	0.12%	119
2021 Q2	$286K	Buy	5,887 +1,017	+21%	+$47.3K	0.1%	131
2021 Q1	$216K	Hold	4,870	–	–	0.09%	148
2020 Q4	$205K	Buy	+4,870	New	+$196K	0.09%	138

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

WealthBridge Capital Management's SPHQ Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 12% in Q2 2026, selling an estimated $81.5K and leaving 7,306 shares worth $658K. The position accounts for 0.13% of the portfolio, ranked #118.

WealthBridge Capital Management first reported a position in SPHQ in Q4 2020 and has held it in 23 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

WealthBridge Capital Management held 7,306 shares of Invesco S&P 500 Quality ETF worth $658K as of Q2 2026.
WealthBridge Capital Management sold 980 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $81.5K.
Invesco S&P 500 Quality ETF made up 0.13% of WealthBridge Capital Management's portfolio in Q2 2026, its #118 holding.
WealthBridge Capital Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and has held it in 23 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.