Wingate Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Wingate Wealth 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	$7.06M	Buy	78,339 +52,675	+205%	+$4.38M	3.11%	7
2026 Q1	$1.93M	Buy	25,664 +3,724	+17%	+$290K	1.03%	26
2025 Q4	$1.65M	Buy	21,940 +3,075	+16%	+$228K	0.92%	30
2025 Q3	$1.38M	Buy	18,865 +3,866	+26%	+$279K	0.96%	35
2025 Q2	$1.07M	Buy	14,999 +2,602	+21%	+$176K	0.95%	40
2025 Q1	$822K	Buy	12,397 +360	+3%	+$24.7K	0.95%	39
2024 Q4	$807K	Buy	+12,037	New	+$816K	0.79%	39

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

Wingate Wealth Advisors's SPHQ Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 205% in Q2 2026, buying an estimated $4.38M and bringing the position to 78,339 shares worth $7.06M. The position accounts for 3.11% of the portfolio, ranked #7.

Wingate Wealth Advisors first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Wingate Wealth Advisors held 78,339 shares of Invesco S&P 500 Quality ETF worth $7.06M as of Q2 2026.
Wingate Wealth Advisors bought 52,675 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $4.38M.
Invesco S&P 500 Quality ETF made up 3.11% of Wingate Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Wingate Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.