Axxcess Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Sell |
12,287
-882
| -7% | -$62.9K | 0.02% | 460 |
|
|
2025
Q1 | $874K | Buy |
13,169
+7
| +0.1% | +$464 | 0.02% | 422 |
|
|
2024
Q4 | $882K | Sell |
13,162
-176
| -1% | -$11.8K | 0.02% | 424 |
|
|
2024
Q3 | $897K | Sell |
13,338
-1,006
| -7% | -$67.7K | 0.02% | 412 |
|
|
2024
Q2 | $911K | Sell |
14,344
-461
| -3% | -$29.3K | 0.02% | 391 |
|
|
2024
Q1 | $895K | Sell |
14,805
-395
| -3% | -$23.9K | 0.02% | 398 |
|
|
2023
Q4 | $822K | Sell |
15,200
-410
| -3% | -$22.2K | 0.02% | 395 |
|
|
2023
Q3 | $781K | Buy |
+15,610
| New | +$781K | 0.03% | 360 |
|