Clear Creek Financial Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Clear Creek Financial 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 Q2	$5.2M	Sell	57,701 -21,479	-27%	-$1.79M	0.33%	73
2026 Q1	$5.95M	Buy	79,180 +2,952	+4%	+$230K	0.46%	50
2025 Q4	$5.72M	Sell	76,228 -3,165	-4%	-$235K	0.47%	46
2025 Q3	$5.82M	Sell	79,393 -11,691	-13%	-$844K	0.5%	41
2025 Q2	$6.49M	Sell	91,084 -2,018	-2%	-$136K	0.62%	27
2025 Q1	$6.18M	Buy	93,102 +5,199	+6%	+$356K	0.64%	33
2024 Q4	$5.89M	Buy	87,903 +13,297	+18%	+$902K	0.64%	37
2024 Q3	$5.02M	Buy	74,606 +883	+1%	+$57.4K	0.57%	36
2024 Q2	$4.68M	Buy	73,723 +4,354	+6%	+$265K	0.57%	38
2024 Q1	$4.19M	Buy	69,369 +59,287	+588%	+$3.4M	0.54%	37
2023 Q4	$545K	Buy	+10,082	New	+$518K	0.09%	185
2020 Q3	–	Sell	-8,368	Closed	-$296K	–	236
2020 Q2	$296K	Buy	+8,368	New	+$283K	0.08%	181

Other funds holding SPHQ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Clear Creek Financial Management's SPHQ Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 27% in Q2 2026, selling an estimated $1.79M and leaving 57,701 shares worth $5.2M. The position accounts for 0.33% of the portfolio, ranked #73.

Clear Creek Financial Management first reported a position in SPHQ in Q2 2020 and has held it in 12 quarters since. The position peaked at $6.49M in Q2 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Clear Creek Financial Management held 57,701 shares of Invesco S&P 500 Quality ETF worth $5.2M as of Q2 2026.
Clear Creek Financial Management sold 21,479 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.79M.
Invesco S&P 500 Quality ETF made up 0.33% of Clear Creek Financial Management's portfolio in Q2 2026, its #73 holding.
Clear Creek Financial Management first reported a position in Invesco S&P 500 Quality ETF in Q2 2020 and has held it in 12 quarters since.
Clear Creek Financial Management's Invesco S&P 500 Quality ETF position peaked at $6.49M in Q2 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.