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

Cresta 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	$21.8M	Buy	241,946 +15,578	+7%	+$1.29M	7.82%	5
2026 Q1	$17M	Buy	226,368 +15,764	+7%	+$1.23M	6.97%	5
2025 Q4	$15.8M	Sell	210,604 -5,869	-3%	-$436K	6.63%	5
2025 Q3	$15.9M	Buy	216,473 +3,693	+2%	+$267K	7.08%	5
2025 Q2	$15.2M	Buy	212,780 +9,059	+4%	+$613K	7.39%	5
2025 Q1	$13.5M	Buy	203,721 +51,038	+33%	+$3.5M	7%	5
2024 Q4	$10.3M	Hold	152,683	–	–	5.37%	7
2024 Q3	$10.3M	Buy	152,683 +12,207	+9%	+$793K	5.37%	7
2024 Q2	$8.93M	Sell	140,476 -1,952	-1%	-$119K	5.29%	8
2024 Q1	$8.61M	Buy	142,428 +9,451	+7%	+$541K	5.46%	7
2023 Q4	$7.19M	Buy	132,977 +8,743	+7%	+$449K	4.8%	8
2023 Q3	$6.22M	Buy	124,234 +45,213	+57%	+$2.32M	4.81%	9
2023 Q2	$3.99M	Buy	+79,021	New	+$3.81M	3.1%	11

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

Cresta Advisors's SPHQ Position: Q2 2026 in Review

Cresta Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 6.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 241,946 shares worth $21.8M. The position accounts for 7.82% of the portfolio, ranked #5.

Cresta Advisors first reported a position in SPHQ in Q2 2023 and has held it in 13 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Cresta Advisors held 241,946 shares of Invesco S&P 500 Quality ETF worth $21.8M as of Q2 2026.
Cresta Advisors bought 15,578 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $1.29M.
Invesco S&P 500 Quality ETF made up 7.82% of Cresta Advisors's portfolio in Q2 2026, its #5 holding.
Cresta Advisors first reported a position in Invesco S&P 500 Quality ETF in Q2 2023 and has held it in 13 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.