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

Capital Developers’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
Q1 		$3.88M Buy
51,558
+1,982
+4% +$154K 3.49% 11
2025
Q4 		$3.72M Buy
+49,576
New +$3.68M 3.33% 11

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Developers's SPHQ Position: Q1 2026 in Review

Capital Developers increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 4% in Q1 2026, buying an estimated $154K and bringing the position to 51,558 shares worth $3.88M. The position accounts for 3.49% of the portfolio, ranked #11.

Capital Developers first reported a position in SPHQ in Q4 2025 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Capital Developers held 51,558 shares of Invesco S&P 500 Quality ETF worth $3.88M as of Q1 2026.
  • Capital Developers bought 1,982 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $154K.
  • Invesco S&P 500 Quality ETF made up 3.49% of Capital Developers's portfolio in Q1 2026, its #11 holding.
  • Capital Developers first reported a position in Invesco S&P 500 Quality ETF in Q4 2025 and has held it in 2 quarters since.
  • 747 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.