Crown Wealth Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Crown Wealth Group’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 Q3	$217K	Buy	2,578 +98	+4%	+$8.39K	0.05%	138
2026 Q2	$223K	Buy	+2,480	New	+$206K	0.06%	137
2022 Q4	–	Sell	-6,325	Closed	-$251K	–	75
2022 Q3	$251K	Sell	6,325 -570	-8%	-$25K	0.26%	50
2022 Q2	$290K	Hold	6,895	–	–	0.26%	52
2022 Q1	$344K	Buy	+6,895	New	+$347K	0.24%	61

Other funds holding SPHQ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

Crown Wealth Group's SPHQ Position: Q3 2026 in Review

Crown Wealth Group increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 4% in Q3 2026, buying an estimated $8.39K and bringing the position to 2,578 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #138.

Crown Wealth Group first reported a position in SPHQ in Q1 2022 and has held it in 5 quarters since. The position peaked at $344K in Q1 2022. 484 funds tracked by Wall St. Rank hold SPHQ as of Q3 2026.

Crown Wealth Group held 2,578 shares of Invesco S&P 500 Quality ETF worth $217K as of Q3 2026.
Crown Wealth Group bought 98 Invesco S&P 500 Quality ETF shares in Q3 2026, an estimated $8.39K.
Invesco S&P 500 Quality ETF made up 0.05% of Crown Wealth Group's portfolio in Q3 2026, its #138 holding.
Crown Wealth Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 5 quarters since.
Crown Wealth Group's Invesco S&P 500 Quality ETF position peaked at $344K in Q1 2022.
484 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.