Clearstead Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Clearstead 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	$1.1M	Buy	12,182 +4,056	+50%	+$337K	0.01%	524
2026 Q1	$611K	Hold	8,126	–	–	0.01%	662
2025 Q4	$610K	Sell	8,126 -355	-4%	-$26.4K	0.01%	600
2025 Q3	$622K	Hold	8,481	–	–	0.01%	565
2025 Q2	$604K	Hold	8,481	–	–	0.01%	562
2025 Q1	$563K	Hold	8,481	–	–	0.01%	544
2024 Q4	$568K	Hold	8,481	–	–	0.01%	542
2024 Q3	$571K	Sell	8,481 -3,289	-28%	-$214K	0.01%	539
2024 Q2	$748K	Buy	11,770 +2,925	+33%	+$178K	0.01%	455
2024 Q1	$533K	Buy	8,845 +1,233	+16%	+$70.6K	0.03%	306
2023 Q4	$412K	Buy	+7,612	New	+$391K	0.02%	342

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

Clearstead Advisors's SPHQ Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 50% in Q2 2026, buying an estimated $337K and bringing the position to 12,182 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #524.

Clearstead Advisors first reported a position in SPHQ in Q4 2023 and has held it in 11 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Clearstead Advisors held 12,182 shares of Invesco S&P 500 Quality ETF worth $1.1M as of Q2 2026.
Clearstead Advisors bought 4,056 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $337K.
Invesco S&P 500 Quality ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #524 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2023 and has held it in 11 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.