Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

SPHQSPHQ
19 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in INVESCO S&P 500 QUALITY ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 5.9M shares of SPHQ (INVESCO S&P 500 QUALITY ETF), worth $522.5M as of 2026-Q2. The position was increased (+8.0% shares). SPHQ represents 0.9% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$522.5M

Current Shares

5.9M

Total Value Change

+$442.4M

Total Shares Change

+4.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.9M
+8.0%
$522.5M0.9%$90.10
48
2026-Q1
Decreased
5.5M
-30.4%
$415.8M0.8%$79.28
0
2025-Q4
Increased
7.9M
+3.3%
$611.6M0.8%$75.74
46
2025-Q3
Increased
7.7M
+2.7%
$564.5M0.9%$72.71
45
2025-Q2
Decreased
7.5M
-2.4%
$538M0.9%$70.39
0
2025-Q1
Decreased
7.6M
-6.4%
$506.9M1.0%$65.17
0
2024-Q4
Increased
8.2M
+4.2%
$547.2M1.0%$66.41
52
2024-Q3
Increased
7.8M
+5.0%
$527M1.1%$66.20
52
2024-Q2
Increased
7.5M
+6.9%
$473.9M1.1%$62.46
53
2024-Q1
Increased
7M
+20.4%
$421.6M1.1%$59.23
59
2023-Q4
Increased
5.8M
+11.7%
$313.4M0.9%$52.83
49
2023-Q3
Increased
5.2M
+24.8%
$259.6M0.9%$48.70
53
2023-Q2
Increased
4.2M
+5.2%
$209.8M2.3%$48.36
55
2023-Q1
Increased
4M
+13.6%
$187.1M2.2%$45.22
59
2022-Q4
Increased
3.5M
+6.0%
$158.6M2.0%$42.32
55
2022-Q3
Increased
3.3M
+16.1%
$134.5M1.9%$38.51
55
2022-Q2
Increased
2.8M
+32.1%
$121.3M1.7%$40.30
61
2022-Q1
Increased
2.1M
+36.8%
$107.5M1.4%$48.18
62
2021-Q4
New
1.6M
-
$80.2M1.2%$50.24
68

Other major holders of SPHQ: LPL Financial LLC, FMR LLC

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