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

Wealthcare Advisory Partners’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	$2.68M	Sell	29,714 -26,812	-47%	-$2.23M	0.05%	295
2026 Q1	$4.25M	Buy	56,526 +28,860	+104%	+$2.24M	0.08%	209
2025 Q4	$2.08M	Sell	27,666 -577	-2%	-$42.8K	0.04%	358
2025 Q3	$2.07M	Sell	28,243 -1,768	-6%	-$128K	0.04%	335
2025 Q2	$2.14M	Buy	30,011 +1,448	+5%	+$97.9K	0.05%	314
2025 Q1	$1.89M	Buy	28,563 +3,489	+14%	+$239K	0.05%	293
2024 Q4	$1.68M	Sell	25,074 -296	-1%	-$20.1K	0.05%	309
2024 Q3	$1.71M	Buy	25,370 +181	+0.7%	+$11.8K	0.05%	299
2024 Q2	$1.6M	Sell	25,189 -599	-2%	-$36.5K	0.05%	277
2024 Q1	$1.56M	Sell	25,788 -761	-3%	-$43.6K	0.05%	278
2023 Q4	$1.44M	Sell	26,549 -9,441	-26%	-$485K	0.06%	250
2023 Q3	$1.8M	Sell	35,990 -632	-2%	-$32.4K	0.08%	187
2023 Q2	$1.85M	Sell	36,622 -137	-0.4%	-$6.6K	0.08%	191
2023 Q1	$1.74M	Sell	36,759 -87	-0.2%	-$3.98K	0.07%	198
2022 Q4	$1.62M	Sell	36,846 -2,982	-7%	-$130K	0.08%	194
2022 Q3	$1.58M	Sell	39,828 -206	-0.5%	-$9.04K	0.09%	165
2022 Q2	$1.68M	Sell	40,034 -531	-1%	-$24.4K	0.1%	131
2022 Q1	$2.02M	Buy	40,565 +1,692	+4%	+$85.2K	0.12%	97
2021 Q4	$2.07M	Sell	38,873 -1,244	-3%	-$64.2K	0.12%	103
2021 Q3	$1.95M	Buy	40,117 +1,436	+4%	+$71.8K	0.13%	109
2021 Q2	$1.88M	Sell	38,681 -9	-0%	-$418	0.13%	111
2021 Q1	$1.72M	Buy	38,690 +16,231	+72%	+$701K	0.12%	101
2020 Q4	$946K	Buy	22,459 +2,110	+10%	+$84.8K	0.08%	157
2020 Q3	$787K	Buy	20,349 +12,563	+161%	+$475K	0.09%	146
2020 Q2	$276K	Buy	+7,786	New	+$264K	0.03%	255

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

Wealthcare Advisory Partners's SPHQ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 47% in Q2 2026, selling an estimated $2.23M and leaving 29,714 shares worth $2.68M. The position accounts for 0.05% of the portfolio, ranked #295.

Wealthcare Advisory Partners first reported a position in SPHQ in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.25M in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Wealthcare Advisory Partners held 29,714 shares of Invesco S&P 500 Quality ETF worth $2.68M as of Q2 2026.
Wealthcare Advisory Partners sold 26,812 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.23M.
Invesco S&P 500 Quality ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #295 holding.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and has held it in 25 quarters since.
Wealthcare Advisory Partners's Invesco S&P 500 Quality ETF position peaked at $4.25M in Q1 2026.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.