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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
Q3 		$18.9K Hold
225
– – ﹤0.01% 748
2026
Q2 		$20.3K Buy
+225
New +$18.7K 0.01% 700

Other funds holding SPHQ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Cape Investment Advisory's SPHQ Position: Q3 2026 in Review

Cape Investment Advisory held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q3 2026 at 225 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Cape Investment Advisory first reported a position in SPHQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.3K in Q2 2026. 67 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Cape Investment Advisory held 225 shares of Invesco S&P 500 Quality ETF worth $18.9K as of Q3 2026.
  • Cape Investment Advisory left its Invesco S&P 500 Quality ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #748 holding.
  • Cape Investment Advisory first reported a position in Invesco S&P 500 Quality ETF in Q2 2026 and has held it in 2 quarters since.
  • Cape Investment Advisory's Invesco S&P 500 Quality ETF position peaked at $20.3K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.