CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$664M	Buy	7,364,726 +13,842	+0.2%	+$1.15M	8.72%	3
2026 Q1	$553M	Sell	7,350,884 -1,559,463	-18%	-$121M	8.09%	3
2025 Q4	$669M	Buy	8,910,347 +496,439	+6%	+$36.9M	10.11%	2
2025 Q3	$617M	Buy	8,413,908 +370,859	+5%	+$26.8M	9.73%	2
2025 Q2	$573M	Buy	8,043,049 +319,087	+4%	+$21.6M	9.61%	2
2025 Q1	$512M	Buy	7,723,962 +50,115	+0.7%	+$3.43M	9.56%	2
2024 Q4	$514M	Buy	7,673,847 +393,229	+5%	+$26.7M	9.97%	2
2024 Q3	$490M	Buy	7,280,618 +260,719	+4%	+$16.9M	11.29%	1
2024 Q2	$446M	Buy	7,019,899 +404,861	+6%	+$24.7M	9.57%	2
2024 Q1	$400M	Buy	6,615,038 +3,121,091	+89%	+$179M	9.1%	2
2023 Q4	$189M	Buy	3,493,947 +178,554	+5%	+$9.18M	4.7%	3
2023 Q3	$166M	Buy	3,315,393 +285,629	+9%	+$14.6M	4.64%	3
2023 Q2	$153M	Buy	3,029,764 +921,072	+44%	+$44.4M	4.28%	4
2023 Q1	$99.8M	Buy	+2,108,692	New	+$96.4M	2.94%	11

Other funds holding SPHQ

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 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

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

CWM

Clearview Wealth Management Irvine, California $156M AUM

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SPHQ Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.19% in Q2 2026, buying an estimated $1.15M and bringing the position to 7,364,726 shares worth $664M. The position accounts for 8.72% of the portfolio, ranked #3.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPHQ in Q1 2023 and has held it in 14 quarters since. The position peaked at $669M in Q4 2025. 189 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 7,364,726 shares of Invesco S&P 500 Quality ETF worth $664M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 13,842 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.15M.
Invesco S&P 500 Quality ETF made up 8.72% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #3 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2023 and has held it in 14 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's Invesco S&P 500 Quality ETF position peaked at $669M in Q4 2025.
189 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.