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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
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

CCWA
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
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Cedar Mountain Advisors's SPHQ Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.39% in Q2 2026, buying an estimated $45.7K and bringing the position to 141,770 shares worth $12.8M. The position accounts for 2.2% of the portfolio, ranked #13.

Cedar Mountain Advisors first reported a position in SPHQ in Q1 2020 and has held it in 26 quarters since. 123 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Cedar Mountain Advisors held 141,770 shares of Invesco S&P 500 Quality ETF worth $12.8M as of Q2 2026.
  • Cedar Mountain Advisors bought 550 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $45.7K.
  • Invesco S&P 500 Quality ETF made up 2.2% of Cedar Mountain Advisors's portfolio in Q2 2026, its #13 holding.
  • Cedar Mountain Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2020 and has held it in 26 quarters since.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.