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

Cambridge Investment Research 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	$39.3M	Buy	435,886 +11,665	+3%	+$970K	0.09%	226
2026 Q1	$31.9M	Buy	424,221 +45,036	+12%	+$3.5M	0.08%	237
2025 Q4	$28.5M	Sell	379,185 -46,045	-11%	-$3.42M	0.08%	254
2025 Q3	$31.2M	Sell	425,230 -15,969	-4%	-$1.15M	0.09%	237
2025 Q2	$31.4M	Buy	441,199 +64,321	+17%	+$4.35M	0.1%	206
2025 Q1	$25M	Buy	376,878 +17,732	+5%	+$1.21M	0.08%	241
2024 Q4	$24.1M	Buy	359,146 +71,423	+25%	+$4.84M	0.08%	239
2024 Q3	$19.4M	Buy	287,723 +20,865	+8%	+$1.36M	0.07%	290
2024 Q2	$17M	Buy	266,858 +81,640	+44%	+$4.98M	0.06%	307
2024 Q1	$11.2M	Buy	185,218 +58,680	+46%	+$3.36M	0.04%	417
2023 Q4	$6.84M	Sell	126,538 -37,462	-23%	-$1.93M	0.03%	564
2023 Q3	$8.21M	Buy	164,000 +52,164	+47%	+$2.67M	0.04%	443
2023 Q2	$5.64M	Buy	111,836 +19,140	+21%	+$922K	0.03%	604
2023 Q1	$4.39M	Buy	92,696 +20,938	+29%	+$957K	0.02%	697
2022 Q4	$3.16M	Sell	71,758 -4,031	-5%	-$176K	0.02%	832
2022 Q3	$3.01M	Buy	75,789 +1,948	+3%	+$85.4K	0.02%	821
2022 Q2	$3.1M	Buy	73,841 +2,676	+4%	+$123K	0.02%	829
2022 Q1	$3.55M	Buy	71,165 +6,110	+9%	+$308K	0.02%	818
2021 Q4	$3.46M	Buy	65,055 +1,202	+2%	+$62K	0.02%	836
2021 Q3	$3.1M	Sell	63,853 -2,809	-4%	-$140K	0.02%	852
2021 Q2	$3.24M	Sell	66,662 -17,702	-21%	-$823K	0.02%	853
2021 Q1	$3.74M	Buy	84,364 +12,551	+17%	+$542K	0.02%	692
2020 Q4	$3.02M	Sell	71,813 -16,031	-18%	-$644K	0.02%	711
2020 Q3	$3.4M	Buy	87,844 +3,364	+4%	+$127K	0.02%	579
2020 Q2	$2.99M	Sell	84,480 -6,883	-8%	-$233K	0.02%	613
2020 Q1	$2.73M	Sell	91,363 -20,529	-18%	-$712K	0.03%	544
2019 Q4	$4.09M	Sell	111,892 -5,868	-5%	-$204K	0.03%	538
2019 Q3	$3.95M	Sell	117,760 -40,627	-26%	-$1.35M	0.03%	514
2019 Q2	$5.25M	Buy	158,387 +25,343	+19%	+$828K	0.05%	369
2019 Q1	$4.28M	Buy	133,044 +1,811	+1%	+$55K	0.04%	421
2018 Q4	$3.65M	Sell	131,233 -24,208	-16%	-$728K	0.04%	428
2018 Q3	$5.1M	Sell	155,441 -64,561	-29%	-$2.04M	0.05%	363
2018 Q2	$6.6M	Buy	+220,002	New	+$6.65M	0.07%	262

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors's SPHQ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.7% in Q2 2026, buying an estimated $970K and bringing the position to 435,886 shares worth $39.3M. The position accounts for 0.09% of the portfolio, ranked #226.

Cambridge Investment Research Advisors first reported a position in SPHQ in Q2 2018 and has held it in 33 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Cambridge Investment Research Advisors held 435,886 shares of Invesco S&P 500 Quality ETF worth $39.3M as of Q2 2026.
Cambridge Investment Research Advisors bought 11,665 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $970K.
Invesco S&P 500 Quality ETF made up 0.09% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #226 holding.
Cambridge Investment Research Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 33 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.