CVA Family Office’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

CVA Family Office’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	$108K	Hold	1,200	–	–	0.01%	459
2026 Q1	$90.2K	Hold	1,200	–	–	0.01%	477
2025 Q4	$90.1K	Hold	1,200	–	–	0.01%	436
2025 Q3	$87.9K	Hold	1,200	–	–	0.01%	444
2025 Q2	$85.5K	Hold	1,200	–	–	0.01%	432
2025 Q1	$79.6K	Hold	1,200	–	–	0.01%	432
2024 Q4	$80.4K	Hold	1,200	–	–	0.01%	429
2024 Q3	$80.7K	Hold	1,200	–	–	0.01%	418
2024 Q2	$76.2K	Hold	1,200	–	–	0.01%	405
2024 Q1	$72.5K	Hold	1,200	–	–	0.01%	416
2023 Q4	$64.9K	Buy	+1,200	New	+$61.7K	0.01%	416
2023 Q3	–	Sell	-1,200	Closed	-$60.5K	–	837
2023 Q2	$60.5K	Hold	1,200	–	–	0.01%	402
2023 Q1	$56.8K	Hold	1,200	–	–	0.01%	420
2022 Q4	$52.8K	Hold	1,200	–	–	0.01%	405
2022 Q3	$48K	Hold	1,200	–	–	0.01%	378
2022 Q2	$50K	Hold	1,200	–	–	0.01%	371
2022 Q1	$60K	Buy	+1,200	New	+$60.5K	0.01%	364

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

CVA Family Office's SPHQ Position: Q2 2026 in Review

CVA Family Office held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 1,200 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #459.

CVA Family Office first reported a position in SPHQ in Q1 2022 and has held it in 17 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

CVA Family Office held 1,200 shares of Invesco S&P 500 Quality ETF worth $108K as of Q2 2026.
CVA Family Office 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 CVA Family Office's portfolio in Q2 2026, its #459 holding.
CVA Family Office first reported a position in Invesco S&P 500 Quality ETF in Q1 2022 and has held it in 17 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.