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 Q2	$56.6K	Hold	628	–	–	﹤0.01%	419
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 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

Crewe Advisors's SPHQ Position: Q2 2026 in Review

Crewe Advisors held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 628 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Crewe Advisors first reported a position in SPHQ in Q1 2022 and has held it in 18 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Crewe Advisors held 628 shares of Invesco S&P 500 Quality ETF worth $56.6K as of Q2 2026.
Crewe Advisors left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #419 holding.
Crewe Advisors first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 18 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.