Kera Capital Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kera Capital Partners’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	$1.16M	Hold	12,891	–	–	0.11%	106
2026 Q1	$969K	Hold	12,891	–	–	0.12%	93
2025 Q4	$998K	Hold	12,891	–	–	0.12%	92
2025 Q3	$945K	Hold	12,891	–	–	0.14%	75
2025 Q2	$919K	Hold	12,891	–	–	0.18%	61
2025 Q1	$855K	Hold	12,891	–	–	0.25%	49
2024 Q4	$864K	Buy	+12,891	New	+$874K	0.25%	49

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

Kera Capital Partners's SPHQ Position: Q2 2026 in Review

Kera Capital Partners held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q2 2026 at 12,891 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #106.

Kera Capital Partners first reported a position in SPHQ in Q4 2024 and has held it in 7 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Kera Capital Partners held 12,891 shares of Invesco S&P 500 Quality ETF worth $1.16M as of Q2 2026.
Kera Capital Partners left its Invesco S&P 500 Quality ETF share count unchanged in Q2 2026.
Invesco S&P 500 Quality ETF made up 0.11% of Kera Capital Partners's portfolio in Q2 2026, its #106 holding.
Kera Capital Partners first reported a position in Invesco S&P 500 Quality ETF in Q4 2024 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 Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.