Creative Financial Designs’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Creative Financial Designs’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	$19.7M	Sell	218,789 -7,731	-3%	-$643K	0.94%	26
2026 Q1	$17M	Sell	226,520 -24,987	-10%	-$1.94M	1.04%	20
2025 Q4	$18.9M	Buy	251,507 +10,993	+5%	+$816K	1.19%	20
2025 Q3	$17.6M	Buy	240,514 +9,807	+4%	+$708K	1.18%	19
2025 Q2	$16.4M	Sell	230,707 -71,446	-24%	-$4.83M	1.18%	20
2025 Q1	$20M	Buy	302,153 +51,621	+21%	+$3.54M	1.6%	15
2024 Q4	$16.8M	Buy	250,532 +2,227	+0.9%	+$151K	1.36%	17
2024 Q3	$16.7M	Buy	248,305 +123,483	+99%	+$8.02M	1.41%	16
2024 Q2	$7.93M	Buy	124,822 +120,271	+2,643%	+$7.33M	0.71%	32
2024 Q1	$275K	Buy	4,551 +14	+0.3%	+$802	0.03%	350
2023 Q4	$245K	Buy	4,537 +1,808	+66%	+$92.9K	0.02%	352
2023 Q3	$137K	Buy	2,729 +1,546	+131%	+$79.2K	0.02%	437
2023 Q2	$59.7K	Sell	1,183 -45	-4%	-$2.17K	0.01%	593
2023 Q1	$58.1K	Sell	1,228 -484	-28%	-$22.1K	0.01%	564
2022 Q4	$75.3K	Sell	1,712 -157	-8%	-$6.86K	0.01%	503
2022 Q3	$74K	Buy	1,869 +719	+63%	+$31.5K	0.01%	488
2022 Q2	$48K	Sell	1,150 -913	-44%	-$42K	0.01%	556
2022 Q1	$103K	Buy	2,063 +157	+8%	+$7.91K	0.02%	429
2021 Q4	$101K	Buy	+1,906	New	+$98.4K	0.02%	435
2020 Q1	–	Sell	-7,272	Closed	-$268K	–	587
2019 Q4	$268K	Sell	7,272 -396	-5%	-$13.8K	0.12%	130
2019 Q3	$249K	Sell	7,668 -5,200	-40%	-$173K	0.13%	125
2019 Q2	$431K	Sell	12,868 -5,530	-30%	-$181K	0.23%	85
2019 Q1	$592K	Buy	18,398 +236	+1%	+$7.17K	0.35%	61
2018 Q4	$505K	Sell	18,162 -618	-3%	-$18.6K	0.37%	58
2018 Q3	$616K	Buy	18,780 +40	+0.2%	+$1.27K	0.35%	59
2018 Q2	$562K	Buy	+18,740	New	+$566K	0.33%	69

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

Creative Financial Designs's SPHQ Position: Q2 2026 in Review

Creative Financial Designs reduced its Invesco S&P 500 Quality ETF (SPHQ) stake by 3.4% in Q2 2026, selling an estimated $643K and leaving 218,789 shares worth $19.7M. The position accounts for 0.94% of the portfolio, ranked #26.

Creative Financial Designs first reported a position in SPHQ in Q2 2018 and has held it in 26 quarters since. The position peaked at $20M in Q1 2025. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Creative Financial Designs held 218,789 shares of Invesco S&P 500 Quality ETF worth $19.7M as of Q2 2026.
Creative Financial Designs sold 7,731 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $643K.
Invesco S&P 500 Quality ETF made up 0.94% of Creative Financial Designs's portfolio in Q2 2026, its #26 holding.
Creative Financial Designs first reported a position in Invesco S&P 500 Quality ETF in Q2 2018 and has held it in 26 quarters since.
Creative Financial Designs's Invesco S&P 500 Quality ETF position peaked at $20M in Q1 2025.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.