Creekside Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Creekside Partners’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	$267K	Hold	2,960	–	–	0.1%	173
2026 Q1	$223K	Hold	2,960	–	–	0.09%	171
2025 Q4	$222K	Hold	2,960	–	–	0.09%	170
2025 Q3	$217K	Hold	2,960	–	–	0.1%	165
2025 Q2	$211K	Buy	+2,960	New	+$200K	0.1%	166
2024 Q3	–	Sell	-3,657	Closed	-$232K	–	169
2024 Q2	$232K	Buy	+3,657	New	+$223K	0.13%	146

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

Creekside Partners's SPHQ Position: Q2 2026 in Review

Creekside Partners held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 2,960 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #173.

Creekside Partners first reported a position in SPHQ in Q2 2024 and has held it in 6 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Creekside Partners held 2,960 shares of Invesco S&P 500 Quality ETF worth $267K as of Q2 2026.
Creekside Partners left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.1% of Creekside Partners's portfolio in Q2 2026, its #173 holding.
Creekside Partners first reported a position in Invesco S&P 500 Quality ETF in Q2 2024 and has held it in 6 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.