BWM
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Bernard Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Bernard Wealth Management’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$27.7K Hold
389
– – 0.01% 163
2025
Q1 		$25.8K Hold
389
– – 0.01% 166
2024
Q4 		$26.1K Buy
+389
New +$26.1K 0.01% 164