XY Planning Network
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XY Planning Network’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

XY Planning Network’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 		$4.46M Buy
53,007
+4,313
+9% +$369K 0.48% 51
2026
Q2 		$4.39M Sell
48,694
-1,853
-4% -$154K 0.55% 44
2026
Q1 		$3.83M Buy
50,547
+3,296
+7% +$256K 0.61% 39
2025
Q4 		$3.55M Buy
+47,251
New +$3.51M 0.62% 37

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Union Savings Bank
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

XY Planning Network's SPHQ Position: Q3 2026 in Review

XY Planning Network increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 8.9% in Q3 2026, buying an estimated $369K and bringing the position to 53,007 shares worth $4.46M. The position accounts for 0.48% of the portfolio, ranked #51.

XY Planning Network first reported a position in SPHQ in Q4 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • XY Planning Network held 53,007 shares of Invesco S&P 500 Quality ETF worth $4.46M as of Q3 2026.
  • XY Planning Network bought 4,313 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $369K.
  • Invesco S&P 500 Quality ETF made up 0.48% of XY Planning Network's portfolio in Q3 2026, its #51 holding.
  • XY Planning Network first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.