Cedar Mountain Advisors
SPHQ icon

Cedar Mountain Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Cedar Mountain 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
Q3 		$11.2M Sell
133,741
-8,029
-6% -$687K 1.91% 14
2026
Q2 		$12.8M Buy
141,770
+550
+0.4% +$45.7K 2.2% 13
2026
Q1 		$10.6M Sell
141,220
-166
-0.1% -$12.9K 2.08% 14
2025
Q4 		$10.6M Buy
141,386
+158
+0.1% +$11.7K 2.05% 14
2025
Q3 		$10.4M Sell
141,228
-29,311
-17% -$2.12M 2.02% 14
2025
Q2 		$12.2M Buy
170,539
+3,121
+2% +$211K 2.53% 11
2025
Q1 		$11.1M Buy
167,418
+2,842
+2% +$195K 2.49% 12
2024
Q4 		$11M Sell
164,576
-4,424
-3% -$300K 2.42% 11
2024
Q3 		$11.4M Sell
169,000
-5,882
-3% -$382K 2.56% 12
2024
Q2 		$11.1M Buy
174,882
+5,327
+3% +$325K 2.74% 11
2024
Q1 		$10.2M Buy
169,555
+1,319
+0.8% +$75.6K 2.58% 11
2023
Q4 		$9.1M Buy
168,236
+600
+0.4% +$30.8K 2.46% 11
2023
Q3 		$8.39M Sell
167,636
-4,239
-2% -$217K 2.47% 11
2023
Q2 		$8.67M Buy
171,875
+693
+0.4% +$33.4K 2.48% 11
2023
Q1 		$8.1M Buy
171,182
+343
+0.2% +$15.7K 2.44% 11
2022
Q4 		$7.52M Buy
170,839
+523
+0.3% +$22.8K 2.36% 12
2022
Q3 		$6.77M Buy
170,316
+2,626
+2% +$115K 2.25% 12
2022
Q2 		$7.04M Sell
167,690
-10,180
-6% -$468K 2.41% 12
2022
Q1 		$8.88M Buy
177,870
+29,509
+20% +$1.49M 2.62% 10
2021
Q4 		$7.89M Buy
148,361
+1,840
+1% +$94.9K 2.42% 10
2021
Q3 		$7.11M Sell
146,521
-5,746
-4% -$287K 2.37% 10
2021
Q2 		$7.4M Sell
152,267
-32,351
-18% -$1.5M 2.45% 9
2021
Q1 		$8.18M Buy
184,618
+999
+0.5% +$43.1K 2.77% 9
2020
Q4 		$7.73M Buy
183,619
+17,852
+11% +$717K 2.76% 8
2020
Q3 		$6.41M Buy
165,767
+1,926
+1% +$72.8K 2.59% 8
2020
Q2 		$5.8M Buy
163,841
+163,202
+25,540% +$5.53M 2.51% 9
2020
Q1 		$19K Buy
+639
New +$22.2K 0.01% 91

Other funds holding SPHQ

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Union Savings Bank
Union Savings Bank Litchfield, Connecticut $250M AUM 14.81% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Cedar Mountain Advisors's SPHQ Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 5.7% in Q3 2026, selling an estimated $687K and leaving 133,741 shares worth $11.2M. The position accounts for 1.91% of the portfolio, ranked #14.

Cedar Mountain Advisors first reported a position in SPHQ in Q1 2020 and has held it in 27 quarters since. The position peaked at $12.8M in Q2 2026. 240 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

  • Cedar Mountain Advisors held 133,741 shares of Invesco S&P 500 Quality ETF worth $11.2M as of Q3 2026.
  • Cedar Mountain Advisors sold 8,029 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $687K.
  • Invesco S&P 500 Quality ETF made up 1.91% of Cedar Mountain Advisors's portfolio in Q3 2026, its #14 holding.
  • Cedar Mountain Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2020 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Invesco S&P 500 Quality ETF position peaked at $12.8M in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.