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

Wisconsin 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 		$3.45M Buy
38,275
+306
+0.8% +$25.4K 2.96% 9
2026
Q1 		$2.85M Sell
37,969
-68
-0.2% -$5.29K 2.81% 9
2025
Q4 		$2.85M Buy
38,037
+3,347
+10% +$249K 2.8% 10
2025
Q3 		$2.54M Buy
34,690
+3,473
+11% +$251K 2.42% 10
2025
Q2 		$2.22M Buy
31,217
+19,721
+172% +$1.33M 2.56% 9
2025
Q1 		$763K Buy
+11,496
New +$788K 1.1% 31

Other funds holding SPHQ

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
CWM
Clearview Wealth Management Irvine, California $156M AUM

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

Wisconsin Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.81% in Q2 2026, buying an estimated $25.4K and bringing the position to 38,275 shares worth $3.45M. The position accounts for 2.96% of the portfolio, ranked #9.

Wisconsin Wealth Advisors first reported a position in SPHQ in Q1 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Wisconsin Wealth Advisors held 38,275 shares of Invesco S&P 500 Quality ETF worth $3.45M as of Q2 2026.
  • Wisconsin Wealth Advisors bought 306 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $25.4K.
  • Invesco S&P 500 Quality ETF made up 2.96% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Wisconsin Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 6 quarters since.
  • 186 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.