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

Clearwater Capital 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	$473K	Hold	5,248	–	–	0.03%	126
2026 Q1	$395K	Hold	5,248	–	–	0.03%	128
2025 Q4	$394K	Hold	5,248	–	–	0.03%	126
2025 Q3	$385K	Hold	5,248	–	–	0.03%	130
2025 Q2	$374K	Hold	5,248	–	–	0.03%	124
2025 Q1	$348K	Hold	5,248	–	–	0.03%	131
2024 Q4	$352K	Hold	5,248	–	–	0.03%	132
2024 Q3	$353K	Hold	5,248	–	–	0.03%	130
2024 Q2	$333K	Hold	5,248	–	–	0.04%	122
2024 Q1	$317K	Hold	5,248	–	–	0.03%	126
2023 Q4	$284K	Hold	5,248	–	–	0.03%	126
2023 Q3	$263K	Sell	5,248 -200	-4%	-$10.3K	0.03%	117
2023 Q2	$275K	Hold	5,448	–	–	0.03%	121
2023 Q1	$258K	Sell	5,448 -1,090	-17%	-$49.8K	0.03%	124
2022 Q4	$288K	Hold	6,538	–	–	0.04%	126
2022 Q3	$260K	Hold	6,538	–	–	0.04%	132
2022 Q2	$275K	Hold	6,538	–	–	0.04%	120
2022 Q1	$326K	Sell	6,538 -2	-0%	-$101	0.04%	126
2021 Q4	$348K	Hold	6,540	–	–	0.04%	126
2021 Q3	$318K	Hold	6,540	–	–	0.04%	126
2021 Q2	$318K	Sell	6,540 -60	-0.9%	-$2.79K	0.04%	127
2021 Q1	$293K	Sell	6,600 -205	-3%	-$8.85K	0.04%	129
2020 Q4	$287K	Sell	6,805 -540	-7%	-$21.7K	0.04%	125
2020 Q3	$284K	Hold	7,345	–	–	0.04%	117
2020 Q2	$260K	Sell	7,345 -573	-7%	-$19.4K	0.04%	122
2020 Q1	$237K	Sell	7,918 -947	-11%	-$32.8K	0.05%	138
2019 Q4	$324K	Sell	8,865 -2,857	-24%	-$99.5K	0.05%	154
2019 Q3	$393K	Sell	11,722 -5,080	-30%	-$169K	0.07%	150
2019 Q2	$556K	Sell	16,802 -47	-0.3%	-$1.53K	0.1%	137
2019 Q1	$542K	Sell	16,849 -3,319	-16%	-$101K	0.1%	141
2018 Q4	$561K	Buy	+20,168	New	+$607K	0.12%	135

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

Clearwater Capital Advisors's SPHQ Position: Q2 2026 in Review

Clearwater Capital Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 5,248 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #126.

Clearwater Capital Advisors first reported a position in SPHQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $561K in Q4 2018. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Clearwater Capital Advisors held 5,248 shares of Invesco S&P 500 Quality ETF worth $473K as of Q2 2026.
Clearwater Capital Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q2 2026, its #126 holding.
Clearwater Capital Advisors first reported a position in Invesco S&P 500 Quality ETF in Q4 2018 and has held it in 31 quarters since.
Clearwater Capital Advisors's Invesco S&P 500 Quality ETF position peaked at $561K in Q4 2018.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

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