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 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 $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

Crown Wealth Group's SPHQ Position: Q2 2026 in Review

Crown Wealth Group opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q2 2026: 2,480 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: Crown Wealth Group previously reported a position in SPHQ as recently as Q3 2022.

Crown Wealth Group first reported a position in SPHQ in Q1 2022 and has held it in 4 quarters since. The position peaked at $344K in Q1 2022. 824 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Crown Wealth Group held 2,480 shares of Invesco S&P 500 Quality ETF worth $223K as of Q2 2026.
Invesco S&P 500 Quality ETF was a new Crown Wealth Group position in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #137 holding.
Crown Wealth Group first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 4 quarters since.
Crown Wealth Group's Invesco S&P 500 Quality ETF position peaked at $344K in Q1 2022.
824 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.