Cape Investment Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Cape Investment Advisory’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	$20.3K	Buy	+225	New	+$18.7K	0.01%	700

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Union Savings Bank Litchfield, Connecticut $249M AUM

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Cape Investment Advisory's SPHQ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 225 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #700 among its holdings.

254 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Cape Investment Advisory held 225 shares of Invesco S&P 500 Quality ETF worth $20.3K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Cape Investment Advisory position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #700 holding.
254 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.