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Clearview Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Clearview Wealth 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 		$36.3M Sell
402,989
-5,339
-1% -$444K 23.34% 1
2026
Q1 		$30.7M Buy
+408,328
New +$31.8M 21.72% 1

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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

Clearview Wealth Management's SPHQ Position: Q2 2026 in Review

Clearview Wealth Management reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 1.3% in Q2 2026, selling an estimated $444K and leaving 402,989 shares worth $36.3M. The position accounts for 23.34% of the portfolio, ranked #1.

Clearview Wealth Management first reported a position in SPHQ in Q1 2026 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

  • Clearview Wealth Management held 402,989 shares of Invesco S&P 500 Quality ETF worth $36.3M as of Q2 2026.
  • Clearview Wealth Management sold 5,339 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $444K.
  • Invesco S&P 500 Quality ETF made up 23.34% of Clearview Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Clearview Wealth Management first reported a position in Invesco S&P 500 Quality ETF in Q1 2026 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Clearview Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.