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WJ Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WJ Wealth Management’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 		$422K Sell
4,685
-143
-3% -$11.9K 0.17% 64
2026
Q1 		$363K Hold
4,828
– – 0.17% 63
2025
Q4 		$362K Hold
4,828
– – 0.16% 61
2025
Q3 		$358K Sell
4,828
-4,828
-50% -$348K 0.16% 61
2025
Q2 		$688K Hold
9,656
– – 0.22% 61
2025
Q1 		$641K Hold
9,656
– – 0.23% 56
2024
Q4 		$647K Sell
9,656
-632
-6% -$42.9K 0.22% 54
2024
Q3 		$692K Sell
10,288
-2,868
-22% -$186K 0.24% 48
2024
Q2 		$836K Hold
13,156
– – 0.3% 47
2024
Q1 		$795K Buy
13,156
+50
+0.4% +$2.86K 0.32% 46
2023
Q4 		$709K Buy
13,106
+1,150
+10% +$59.1K 0.31% 45
2023
Q3 		$598K Hold
11,956
– – 0.29% 41
2023
Q2 		$603K Buy
11,956
+5,897
+97% +$284K 0.29% 40
2023
Q1 		$287K Sell
6,059
-6,027
-50% -$276K 0.19% 43
2022
Q4 		$532K Sell
12,086
-314
-3% -$13.7K 0.31% 32
2022
Q3 		$494K Hold
12,400
– – 0.31% 34
2022
Q2 		$519K Buy
12,400
+1,143
+10% +$52.5K 0.37% 30
2022
Q1 		$562K Sell
11,257
-117,268
-91% -$5.91M 0.37% 26
2021
Q4 		$6.84M Buy
128,525
+5,448
+4% +$281K 4.09% 9
2021
Q3 		$5.98M Buy
123,077
+117,064
+1,947% +$5.85M 3.98% 6
2021
Q2 		$292K Buy
6,013
+225
+4% +$10.5K 0.9% 32
2021
Q1 		$257K Sell
5,788
-512
-8% -$22.1K 0.8% 37
2020
Q4 		$265K Buy
6,300
+775
+14% +$31.1K 0.82% 31
2020
Q3 		$214K Sell
5,525
-9,125
-62% -$345K 0.69% 30
2020
Q2 		$517K Buy
14,650
+6,925
+90% +$234K 0.36% 32
2020
Q1 		$231K Sell
7,725
-3,370
-30% -$117K 0.83% 22
2019
Q4 		$406K Buy
+11,095
New +$386K 1.02% 25

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

WJ Wealth Management's SPHQ Position: Q2 2026 in Review

WJ Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3% in Q2 2026, selling an estimated $11.9K and leaving 4,685 shares worth $422K. The position accounts for 0.17% of the portfolio, ranked #64.

WJ Wealth Management first reported a position in SPHQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.84M in Q4 2021. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • WJ Wealth Management held 4,685 shares of Invesco S&P 500 Quality ETF worth $422K as of Q2 2026.
  • WJ Wealth Management sold 143 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $11.9K.
  • Invesco S&P 500 Quality ETF made up 0.17% of WJ Wealth Management's portfolio in Q2 2026, its #64 holding.
  • WJ Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q4 2019 and has held it in 27 quarters since.
  • WJ Wealth Management's Invesco S&P 500 Quality ETF position peaked at $6.84M in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.