Wealthspire Advisors (New York)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wealthspire Advisors (New York)’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	$508K	Buy	5,637 +1,446	+35%	+$120K	﹤0.01%	794
2026 Q1	$315K	Buy	4,191 +11	+0.3%	+$855	﹤0.01%	705
2025 Q4	$314K	Buy	4,180 +89	+2%	+$6.61K	﹤0.01%	782
2025 Q3	$300K	Buy	4,091 +543	+15%	+$39.2K	﹤0.01%	666
2025 Q2	$253K	Sell	3,548 -1,219	-26%	-$82.4K	﹤0.01%	713
2025 Q1	$316K	Buy	4,767 +1,238	+35%	+$84.8K	﹤0.01%	631
2024 Q4	$237K	Buy	3,529 +10	+0.3%	+$678	﹤0.01%	701
2024 Q3	$237K	Buy	3,519 +10	+0.3%	+$650	﹤0.01%	673
2024 Q2	$223K	Buy	3,509 +10	+0.3%	+$610	﹤0.01%	600
2024 Q1	$211K	Buy	+3,499	New	+$200K	﹤0.01%	590
2023 Q3	–	Sell	-4,550	Closed	-$230K	–	616
2023 Q2	$230K	Buy	4,550 +137	+3%	+$6.6K	﹤0.01%	499
2023 Q1	$209K	Buy	+4,413	New	+$202K	﹤0.01%	498
2022 Q2	–	Sell	-4,631	Closed	-$231K	–	519
2022 Q1	$231K	Buy	4,631 +15	+0.3%	+$756	0.01%	389
2021 Q4	$246K	Buy	4,616 +14	+0.3%	+$722	0.01%	476
2021 Q3	$223K	Buy	4,602 +15	+0.3%	+$750	﹤0.01%	525
2021 Q2	$223K	Sell	4,587 -7,987	-64%	-$371K	0.01%	338
2021 Q1	$557K	Sell	12,574 -2,022	-14%	-$87.3K	0.01%	367
2020 Q4	$615K	Buy	14,596 +6,596	+82%	+$265K	0.02%	272
2020 Q3	$309K	Hold	8,000	–	–	0.02%	237
2020 Q2	$283K	Buy	+8,000	New	+$271K	0.02%	215

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 22.9% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Wealthspire Advisors (New York)'s SPHQ Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 35% in Q2 2026, buying an estimated $120K and bringing the position to 5,637 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Wealthspire Advisors (New York) first reported a position in SPHQ in Q2 2020 and has held it in 20 quarters since. The position peaked at $615K in Q4 2020. 826 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Wealthspire Advisors (New York) held 5,637 shares of Invesco S&P 500 Quality ETF worth $508K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,446 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $120K.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #794 holding.
Wealthspire Advisors (New York) first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s Invesco S&P 500 Quality ETF position peaked at $615K in Q4 2020.
826 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.