AE Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $708K | Buy |
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|
2025
Q2 | $628K | Buy |
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|
2025
Q1 | $440K | Buy |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $6.06M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $1.74M | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.43M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $213K | Sell |
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|
2020
Q2 | $201K | Sell |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $514K | Buy |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $261K | Buy |
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