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Bay Colony Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bay Colony 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 		$614K Sell
6,814
-167
-2% -$13.9K 0.07% 229
2026
Q1 		$525K Sell
6,981
-685
-9% -$53.3K 0.06% 250
2025
Q4 		$575K Buy
7,666
+434
+6% +$32.2K 0.07% 252
2025
Q3 		$530K Buy
7,232
+643
+10% +$46.4K 0.06% 276
2025
Q2 		$470K Sell
6,589
-283
-4% -$19.1K 0.06% 253
2025
Q1 		$452K Buy
6,872
+26
+0.4% +$1.78K 0.07% 258
2024
Q4 		$459K Buy
6,846
+107
+2% +$7.25K 0.07% 259
2024
Q3 		$453K Buy
6,739
+1,130
+20% +$73.4K 0.07% 253
2024
Q2 		$356K Buy
+5,609
New +$342K 0.06% 264

Other funds holding SPHQ

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return