Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Cetera Investment Advisers’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 		$92.6M Sell
1,231,815
-5,581
-0.5% -$434K 0.1% 198
2025
Q4 		$92.9M Sell
1,237,396
-353,999
-22% -$26.3M 0.1% 191
2025
Q3 		$117M Buy
1,591,395
+261,337
+20% +$18.9M 0.14% 133
2025
Q2 		$94.8M Buy
1,330,058
+247,437
+23% +$16.7M 0.16% 122
2025
Q1 		$71.8M Sell
1,082,621
-36,377
-3% -$2.49M 0.14% 145
2024
Q4 		$75M Sell
1,118,998
-12,438
-1% -$843K 0.16% 132
2024
Q3 		$76.1M Buy
1,131,436
+113,544
+11% +$7.38M 0.17% 126
2024
Q2 		$64.7M Buy
1,017,892
+74,301
+8% +$4.53M 0.15% 135
2024
Q1 		$57M Buy
943,591
+528,379
+127% +$30.3M 0.13% 148
2023
Q4 		$22.5M Buy
415,212
+58,340
+16% +$3M 0.18% 108
2023
Q3 		$17.9M Buy
356,872
+51,763
+17% +$2.65M 0.15% 132
2023
Q2 		$15.4M Buy
305,109
+245,680
+413% +$11.8M 0.13% 146
2023
Q1 		$2.81M Buy
59,429
+2,449
+4% +$112K 0.02% 602
2022
Q4 		$2.51M Buy
56,980
+32,640
+134% +$1.43M 0.02% 612
2022
Q3 		$967K Sell
24,340
-20,288
-45% -$890K 0.02% 730
2022
Q2 		$1.87M Sell
44,628
-476
-1% -$21.9K 0.03% 558
2022
Q1 		$2.25M Sell
45,104
-1,349
-3% -$68K 0.03% 516
2021
Q4 		$2.47M Buy
46,453
+488
+1% +$25.2K 0.04% 479
2021
Q3 		$2.23M Buy
45,965
+3,515
+8% +$176K 0.04% 482
2021
Q2 		$2.06M Buy
42,450
+814
+2% +$37.8K 0.03% 500
2021
Q1 		$1.85M Buy
41,636
+2,630
+7% +$114K 0.04% 444
2020
Q4 		$1.64M Buy
+39,006
New +$1.57M 0.03% 489

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

Cetera Investment Advisers's SPHQ Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.45% in Q1 2026, selling an estimated $434K and leaving 1,231,815 shares worth $92.6M. The position accounts for 0.1% of the portfolio, ranked #198.

Cetera Investment Advisers first reported a position in SPHQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $117M in Q3 2025. 744 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • Cetera Investment Advisers held 1,231,815 shares of Invesco S&P 500 Quality ETF worth $92.6M as of Q1 2026.
  • Cetera Investment Advisers sold 5,581 Invesco S&P 500 Quality ETF shares in Q1 2026, an estimated $434K.
  • Invesco S&P 500 Quality ETF made up 0.1% of Cetera Investment Advisers's portfolio in Q1 2026, its #198 holding.
  • Cetera Investment Advisers first reported a position in Invesco S&P 500 Quality ETF in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's Invesco S&P 500 Quality ETF position peaked at $117M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.