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WealthCare Investment Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WealthCare Investment 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 		$334K Buy
3,710
+57
+2% +$4.74K 0.08% 157
2026
Q1 		$279K Buy
3,653
+207
+6% +$16.1K 0.08% 159
2025
Q4 		$260K Buy
3,446
+256
+8% +$19K 0.08% 160
2025
Q3 		$235K Buy
3,190
+331
+12% +$23.9K 0.08% 159
2025
Q2 		$206K Buy
+2,859
New +$193K 0.07% 155

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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 Investment Partners's SPHQ Position: Q2 2026 in Review

WealthCare Investment Partners increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.6% in Q2 2026, buying an estimated $4.74K and bringing the position to 3,710 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #157.

WealthCare Investment Partners first reported a position in SPHQ in Q2 2025 and has held it in 5 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • WealthCare Investment Partners held 3,710 shares of Invesco S&P 500 Quality ETF worth $334K as of Q2 2026.
  • WealthCare Investment Partners bought 57 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $4.74K.
  • Invesco S&P 500 Quality ETF made up 0.08% of WealthCare Investment Partners's portfolio in Q2 2026, its #157 holding.
  • WealthCare Investment Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2025 and has held it in 5 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.