Clear Investment Research’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Clear Investment Research’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	$434K	Buy	4,822 +2	+0%	+$166	0.68%	38
2026 Q1	$362K	Buy	4,820 +8	+0.2%	+$622	0.57%	37
2025 Q4	$361K	Buy	4,812 +10	+0.2%	+$743	0.6%	40
2025 Q3	$352K	Buy	4,802 +10	+0.2%	+$722	0.47%	46
2025 Q2	$341K	Sell	4,792 -54	-1%	-$3.65K	0.43%	42
2025 Q1	$322K	Buy	4,846 +2	+0%	+$137	0.43%	41
2024 Q4	$325K	Buy	4,844 +1	+0%	+$68	0.42%	43
2024 Q3	$326K	Buy	4,843 +2	+0%	+$130	0.42%	42
2024 Q2	$308K	Buy	4,841 +2	+0%	+$122	0.4%	38
2024 Q1	$292K	Buy	4,839 +29	+0.6%	+$1.66K	0.39%	42
2023 Q4	$260K	Sell	4,810 -237	-5%	-$12.2K	0.37%	45
2023 Q3	$253K	Buy	5,047 +2	+0%	+$103	0.44%	37
2023 Q2	$255K	Buy	5,045 +5	+0.1%	+$241	0.43%	38
2023 Q1	$238	Hold	5,040	–	–	﹤0.01%	179
2022 Q4	$222K	Buy	5,040 +14	+0.3%	+$611	0.43%	38
2022 Q3	$200K	Buy	5,026 +5	+0.1%	+$219	0.42%	37
2022 Q2	$211K	Buy	5,021 +22	+0.4%	+$1.01K	0.47%	40
2022 Q1	$250K	Buy	4,999 +1	+0%	+$50	0.49%	39
2021 Q4	$266K	Buy	4,998 +455	+10%	+$23.5K	0.41%	42
2021 Q3	$221K	Buy	4,543 +6	+0.1%	+$300	0.36%	42
2021 Q2	$221K	Sell	4,537 -713	-14%	-$33.2K	0.37%	39
2021 Q1	$233K	Sell	5,250 -86	-2%	-$3.71K	0.42%	35
2020 Q4	$225K	Sell	5,336 -25	-0.5%	-$1K	0.41%	37
2020 Q3	$207K	Buy	5,361 +333	+7%	+$12.6K	0.42%	37
2020 Q2	$178K	Buy	5,028 +559	+13%	+$18.9K	0.38%	40
2020 Q1	$134K	Hold	4,469	–	–	0.33%	43
2019 Q4	$163K	Hold	4,469	–	–	0.34%	42
2019 Q3	$150K	Hold	4,469	–	–	0.32%	44
2019 Q2	$148K	Buy	4,469 +1,696	+61%	+$55.4K	0.24%	42
2019 Q1	$89K	Hold	2,773	–	–	0.14%	53
2018 Q4	$77K	Buy	2,773 +214	+8%	+$6.44K	0.12%	51
2018 Q3	$84K	Buy	+2,559	New	+$81K	0.12%	54

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 Investment Research's SPHQ Position: Q2 2026 in Review

Clear Investment Research increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 0.04% in Q2 2026, buying an estimated $166 and bringing the position to 4,822 shares worth $434K. The position accounts for 0.68% of the portfolio, ranked #38.

Clear Investment Research first reported a position in SPHQ in Q3 2018 and has held it in 32 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Clear Investment Research held 4,822 shares of Invesco S&P 500 Quality ETF worth $434K as of Q2 2026.
Clear Investment Research bought 2 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $166.
Invesco S&P 500 Quality ETF made up 0.68% of Clear Investment Research's portfolio in Q2 2026, its #38 holding.
Clear Investment Research first reported a position in Invesco S&P 500 Quality ETF in Q3 2018 and has held it in 32 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.