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Caldwell Sutter Capital’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-2
Closed -$150 – 946
2026
Q1 		$150 Hold
2
– – ﹤0.01% 868
2025
Q4 		$150 Buy
+2
New +$149 ﹤0.01% 853

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

Caldwell Sutter Capital's SPHQ Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026, closing a stake of 2 shares — an estimated $150 sold.

Caldwell Sutter Capital first reported a position in SPHQ in Q4 2025 and held it in 2 quarters. The position peaked at $150 in Q1 2026. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Caldwell Sutter Capital reported no remaining Invesco S&P 500 Quality ETF position as of Q2 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 2 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $150.
  • Caldwell Sutter Capital first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and held it in 2 quarters.
  • Caldwell Sutter Capital's Invesco S&P 500 Quality ETF position peaked at $150 in Q1 2026.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.