Wetzel Investment Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wetzel Investment 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 Q3	$4M	Sell	47,629 -1,810	-4%	-$155K	1.38%	17
2026 Q2	$4.45M	Sell	49,439 -1,473	-3%	-$122K	1.54%	15
2026 Q1	$3.83M	Sell	50,912 -1,829	-3%	-$142K	1.52%	17
2025 Q4	$3.96M	Sell	52,741 -418	-0.8%	-$31K	1.6%	16
2025 Q3	$3.9M	Sell	53,159 -2,546	-5%	-$184K	1.66%	15
2025 Q2	$3.97M	Sell	55,705 -39,596	-42%	-$2.68M	1.82%	15
2025 Q1	$6.32M	Sell	95,301 -2,084	-2%	-$143K	3.19%	7
2024 Q4	$6.53M	Buy	97,385 +660	+0.7%	+$44.8K	3.24%	6
2024 Q3	$6.51M	Buy	96,725 +95,850	+10,954%	+$6.23M	3.27%	6
2024 Q2	$53.4K	Buy	875 +375	+75%	+$22.9K	0.03%	233
2024 Q1	$29K	Buy	500 +62	+14%	+$3.55K	0.02%	320
2023 Q4	$24K	Buy	+438	New	+$22.5K	0.01%	352

Other funds holding SPHQ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

Wetzel Investment Advisors's SPHQ Position: Q3 2026 in Review

Wetzel Investment Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.7% in Q3 2026, selling an estimated $155K and leaving 47,629 shares worth $4M. The position accounts for 1.38% of the portfolio, ranked #17.

Wetzel Investment Advisors first reported a position in SPHQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.53M in Q4 2024. 77 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Wetzel Investment Advisors held 47,629 shares of Invesco S&P 500 Quality ETF worth $4M as of Q3 2026.
Wetzel Investment Advisors sold 1,810 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $155K.
Invesco S&P 500 Quality ETF made up 1.38% of Wetzel Investment Advisors's portfolio in Q3 2026, its #17 holding.
Wetzel Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 12 quarters since.
Wetzel Investment Advisors's Invesco S&P 500 Quality ETF position peaked at $6.53M in Q4 2024.
77 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Wetzel Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.