BCU Wealth Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
5,363
+10
| +0.2% | +$713 | 0.17% | 41 |
|
|
2025
Q1 | $355K | Buy |
5,353
+13
| +0.2% | +$862 | 0.18% | 35 |
|
|
2024
Q4 | $358K | Buy |
5,340
+12
| +0.2% | +$804 | 0.2% | 37 |
|
|
2024
Q3 | $358K | Buy |
5,328
+11
| +0.2% | +$740 | 0.21% | 36 |
|
|
2024
Q2 | $338K | Buy |
5,317
+12
| +0.2% | +$762 | 0.25% | 36 |
|
|
2024
Q1 | $321K | Buy |
5,305
+15
| +0.3% | +$906 | 0.27% | 36 |
|
|
2023
Q4 | $286K | Buy |
+5,290
| New | +$286K | 0.31% | 36 |
|