Elevation Capital Advisory’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Elevation Capital Advisory’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	$10.6M	Buy	117,218 +51,745	+79%	+$4.3M	4.08%	6
2026 Q1	$4.92M	Sell	65,473 -21,129	-24%	-$1.64M	2.1%	17
2025 Q4	$6.5M	Buy	86,602 +80,552	+1,331%	+$5.98M	2.66%	13
2025 Q3	$443K	Buy	+6,050	New	+$437K	0.18%	49
2025 Q2	–	Sell	-14,066	Closed	-$933K	–	75
2025 Q1	$933K	Buy	14,066 +10,262	+270%	+$703K	0.41%	38
2024 Q4	$255K	Buy	+3,804	New	+$258K	0.11%	47
2021 Q2	$10.5M	Buy	+216,093	New	+$10M	5.9%	9

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

Elevation Capital Advisory's SPHQ Position: Q2 2026 in Review

Elevation Capital Advisory increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 79% in Q2 2026, buying an estimated $4.3M and bringing the position to 117,218 shares worth $10.6M. The position accounts for 4.08% of the portfolio, ranked #6.

Elevation Capital Advisory first reported a position in SPHQ in Q2 2021 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Elevation Capital Advisory held 117,218 shares of Invesco S&P 500 Quality ETF worth $10.6M as of Q2 2026.
Elevation Capital Advisory bought 51,745 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $4.3M.
Invesco S&P 500 Quality ETF made up 4.08% of Elevation Capital Advisory's portfolio in Q2 2026, its #6 holding.
Elevation Capital Advisory first reported a position in Invesco S&P 500 Quality ETF in Q2 2021 and has held it in 7 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.