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

World 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
Q2 		$5.11M Buy
60,747
+35,993
+145% +$2.99M 0.08% 256
2026
Q1 		$1.86M Buy
24,754
+142
+0.6% +$11K 0.03% 504
2025
Q4 		$1.85M Buy
24,612
+474
+2% +$35.2K 0.03% 485
2025
Q3 		$1.77M Buy
24,138
+12,238
+103% +$883K 0.04% 431
2025
Q2 		$848K Buy
11,900
+1,561
+15% +$106K 0.02% 560
2025
Q1 		$686K Buy
10,339
+21
+0.2% +$1.44K 0.02% 599
2024
Q4 		$692K Sell
10,318
-2,193
-18% -$149K 0.02% 565
2024
Q3 		$842K Buy
12,511
+329
+3% +$21.4K 0.03% 467
2024
Q2 		$774K Buy
12,182
+1,475
+14% +$89.9K 0.05% 326
2024
Q1 		$647K Buy
+10,707
New +$613K 0.09% 182
2019
Q1 		– Sell
-8,579
Closed -$262K – 158
2018
Q4 		$262K Buy
+8,579
New +$258K 0.12% 119

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

World Investment Advisors's SPHQ Position: Q2 2026 in Review

World Investment Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 145% in Q2 2026, buying an estimated $2.99M and bringing the position to 60,747 shares worth $5.11M. The position accounts for 0.08% of the portfolio, ranked #256.

World Investment Advisors first reported a position in SPHQ in Q4 2018 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • World Investment Advisors held 60,747 shares of Invesco S&P 500 Quality ETF worth $5.11M as of Q2 2026.
  • World Investment Advisors bought 35,993 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $2.99M.
  • Invesco S&P 500 Quality ETF made up 0.08% of World Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • World Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 11 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.