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Cedar Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Cedar Wealth Management’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 		$7.49M Buy
99,671
+2,535
+3% +$197K 2.18% 12
2025
Q4 		$7.29M Sell
97,136
-200
-0.2% -$14.9K 2.18% 10
2025
Q3 		$7.13M Buy
97,336
+2,834
+3% +$205K 2.19% 10
2025
Q2 		$6.73M Sell
94,502
-562
-0.6% -$38K 2.28% 9
2025
Q1 		$6.31M Buy
95,064
+4
+0% +$274 2.24% 9
2024
Q4 		$6.37M Buy
95,060
+15,428
+19% +$1.05M 2.3% 9
2024
Q3 		$5.36M Buy
79,632
+3
+0% +$195 1.66% 10
2024
Q2 		$5.06M Buy
79,629
+149
+0.2% +$9.08K 1.64% 11
2024
Q1 		$4.8M Buy
79,480
+3,209
+4% +$184K 1.58% 11
2023
Q4 		$4.12M Buy
76,271
+8,603
+13% +$442K 1.5% 12
2023
Q3 		$3.39M Buy
67,668
+2,486
+4% +$127K 1.34% 14
2023
Q2 		$3.29M Buy
65,182
+4,015
+7% +$193K 1.27% 16
2023
Q1 		$2.89M Buy
61,167
+10,463
+21% +$478K 1.18% 16
2022
Q4 		$2.23M Sell
50,704
-9,669
-16% -$422K 1.1% 15
2022
Q3 		$2.4M Buy
60,373
+499
+0.8% +$21.9K 1.19% 16
2022
Q2 		$2.52M Buy
59,874
+10,030
+20% +$461K 1.15% 17
2022
Q1 		$2.49M Buy
49,844
+1
+0% +$50 1.01% 20
2021
Q4 		$2.65M Hold
49,843
– – 1.07% 18
2021
Q3 		$2.42M Buy
49,843
+18
+0% +$900 1.08% 18
2021
Q2 		$2.42M Buy
49,825
+353
+0.7% +$16.4K 1.09% 15
2021
Q1 		$2.19M Buy
49,472
+4,040
+9% +$174K 1.09% 15
2020
Q4 		$1.91M Buy
45,432
+35,172
+343% +$1.41M 1.03% 14
2020
Q3 		$397K Buy
+10,260
New +$388K 0.25% 65

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cedar Wealth Management's SPHQ Position: Q1 2026 in Review

Cedar Wealth Management increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 2.6% in Q1 2026, buying an estimated $197K and bringing the position to 99,671 shares worth $7.49M. The position accounts for 2.18% of the portfolio, ranked #12.

Cedar Wealth Management first reported a position in SPHQ in Q3 2020 and has held it in 23 quarters since. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Cedar Wealth Management held 99,671 shares of Invesco S&P 500 Quality ETF worth $7.49M as of Q1 2026.
  • Cedar Wealth Management bought 2,535 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $197K.
  • Invesco S&P 500 Quality ETF made up 2.18% of Cedar Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Cedar Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q3 2020 and has held it in 23 quarters since.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.