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Wedbush Securities’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wedbush Securities’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 		$1.74M Sell
19,361
-136
-0.7% -$11.3K 0.05% 321
2026
Q1 		$1.47M Buy
19,497
+34
+0.2% +$2.64K 0.04% 348
2025
Q4 		$1.46M Buy
19,463
+1,626
+9% +$121K 0.04% 324
2025
Q3 		$1.31M Buy
17,837
+313
+2% +$22.6K 0.04% 344
2025
Q2 		$1.25M Sell
17,524
-1,613
-8% -$109K 0.04% 352
2025
Q1 		$1.27M Sell
19,137
-207
-1% -$14.2K 0.05% 317
2024
Q4 		$1.3M Buy
19,344
+11,262
+139% +$764K 0.05% 302
2024
Q3 		$544K Buy
8,082
+1,143
+16% +$74.3K 0.02% 586
2024
Q2 		$441K Buy
6,939
+343
+5% +$20.9K 0.02% 676
2024
Q1 		$399K Buy
6,596
+390
+6% +$22.3K 0.01% 736
2023
Q4 		$336K Buy
+6,206
New +$319K 0.01% 720
2022
Q3 		– Sell
-5,773
Closed -$242K – 1103
2022
Q2 		$242K Buy
5,773
+533
+10% +$24.5K 0.01% 840
2022
Q1 		$262K Sell
5,240
-2,568
-33% -$129K 0.01% 861
2021
Q4 		$415K Buy
7,808
+1,028
+15% +$53K 0.02% 715
2021
Q3 		$329K Sell
6,780
-720
-10% -$36K 0.02% 818
2021
Q2 		$365K Buy
7,500
+2,139
+40% +$99.5K 0.02% 768
2021
Q1 		$238K Buy
+5,361
New +$232K 0.01% 918

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

Wedbush Securities's SPHQ Position: Q2 2026 in Review

Wedbush Securities reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.7% in Q2 2026, selling an estimated $11.3K and leaving 19,361 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #321.

Wedbush Securities first reported a position in SPHQ in Q1 2021 and has held it in 17 quarters since. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Wedbush Securities held 19,361 shares of Invesco S&P 500 Quality ETF worth $1.74M as of Q2 2026.
  • Wedbush Securities sold 136 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $11.3K.
  • Invesco S&P 500 Quality ETF made up 0.05% of Wedbush Securities's portfolio in Q2 2026, its #321 holding.
  • Wedbush Securities first reported a position in Invesco S&P 500 Quality ETF in Q1 2021 and has held it in 17 quarters since.
  • 824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.