Kraematon Investment Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Kraematon Investment Advisors’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	$1.25M	Buy	13,921 +2,806	+25%	+$233K	0.93%	34
2026 Q1	$836K	Buy	11,115 +11	+0.1%	+$855	0.68%	42
2025 Q4	$833K	Buy	11,104 +239	+2%	+$17.7K	0.66%	44
2025 Q3	$796K	Buy	10,865 +10	+0.1%	+$722	0.68%	42
2025 Q2	$774K	Buy	10,855 +1,271	+13%	+$86K	0.73%	42
2025 Q1	$636K	Buy	9,584 +1,241	+15%	+$85K	0.65%	50
2024 Q4	$559K	Buy	8,343 +1,325	+19%	+$89.8K	0.55%	54
2024 Q3	$472K	Buy	+7,018	New	+$456K	0.46%	56

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

Kraematon Investment Advisors's SPHQ Position: Q2 2026 in Review

Kraematon Investment Advisors increased its Invesco S&P 500 Quality ETF (SPHQ) stake by 25% in Q2 2026, buying an estimated $233K and bringing the position to 13,921 shares worth $1.25M. The position accounts for 0.93% of the portfolio, ranked #34.

Kraematon Investment Advisors first reported a position in SPHQ in Q3 2024 and has held it in 8 quarters since. 823 funds tracked by Wall St. Rank hold SPHQ as of Q2 2026.

Kraematon Investment Advisors held 13,921 shares of Invesco S&P 500 Quality ETF worth $1.25M as of Q2 2026.
Kraematon Investment Advisors bought 2,806 Invesco S&P 500 Quality ETF shares in Q2 2026, an estimated $233K.
Invesco S&P 500 Quality ETF made up 0.93% of Kraematon Investment Advisors's portfolio in Q2 2026, its #34 holding.
Kraematon Investment Advisors first reported a position in Invesco S&P 500 Quality ETF in Q3 2024 and has held it in 8 quarters since.
823 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.