CA
SPHQ icon

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

Crewe 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
Q1 		$47.2K Hold
628
– – ﹤0.01% 386
2025
Q4 		$47.1K Sell
628
-90
-13% -$6.68K ﹤0.01% 373
2025
Q3 		$52.6K Hold
718
– – 0.01% 372
2025
Q2 		$51.2K Hold
718
– – 0.01% 291
2025
Q1 		$47.6K Buy
718
+628
+698% +$43K 0.01% 274
2024
Q4 		$6.03K Hold
90
– – ﹤0.01% 464
2024
Q3 		$6.05K Hold
90
– – ﹤0.01% 551
2024
Q2 		$5.72K Hold
90
– – ﹤0.01% 778
2024
Q1 		$5.44K Hold
90
– – ﹤0.01% 712
2023
Q4 		$4.87K Hold
90
– – ﹤0.01% 253
2023
Q3 		$4.5K Hold
90
– – ﹤0.01% 292
2023
Q2 		$4.54K Hold
90
– – ﹤0.01% 475
2023
Q1 		$4.26K Hold
90
– – ﹤0.01% 651
2022
Q4 		$3.96K Hold
90
– – ﹤0.01% 717
2022
Q3 		$4K Hold
90
– – ﹤0.01% 911
2022
Q2 		$4K Hold
90
– – ﹤0.01% 841
2022
Q1 		$4K Buy
+90
New +$4.53K ﹤0.01% 408

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return