West Michigan Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

West Michigan Advisors’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	$2.15M	Sell	23,865 -3,189	-12%	-$265K	0.41%	68
2026 Q1	$2.03M	Sell	27,054 -11,612	-30%	-$903K	0.45%	66
2025 Q4	$2.9M	Sell	38,666 -523	-1%	-$38.8K	0.67%	38
2025 Q3	$2.87M	Sell	39,189 -26,523	-40%	-$1.91M	0.69%	33
2025 Q2	$4.68M	Sell	65,712 -612	-0.9%	-$41.4K	1.32%	15
2025 Q1	$4.4M	Buy	66,324 +1,745	+3%	+$120K	1.46%	15
2024 Q4	$4.33M	Sell	64,579 -866	-1%	-$58.7K	1.31%	17
2024 Q3	$4.4M	Buy	65,445 +1,909	+3%	+$124K	1.33%	17
2024 Q2	$4.04M	Sell	63,536 -1,168	-2%	-$71.2K	1.28%	16
2024 Q1	$3.91M	Buy	64,704 +60,928	+1,614%	+$3.49M	1.27%	15
2023 Q4	$204K	Buy	+3,776	New	+$194K	0.08%	150

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

West Michigan Advisors's SPHQ Position: Q2 2026 in Review

West Michigan Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 12% in Q2 2026, selling an estimated $265K and leaving 23,865 shares worth $2.15M. The position accounts for 0.41% of the portfolio, ranked #68.

West Michigan Advisors first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.68M in Q2 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

West Michigan Advisors held 23,865 shares of Invesco S&P 500 Quality ETF worth $2.15M as of Q2 2026.
West Michigan Advisors sold 3,189 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $265K.
Invesco S&P 500 Quality ETF made up 0.41% of West Michigan Advisors's portfolio in Q2 2026, its #68 holding.
West Michigan Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
West Michigan Advisors's Invesco S&P 500 Quality ETF position peaked at $4.68M in Q2 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.