Betterment LLC’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 | $782K | Buy |
10,969
+4,131
| +60% | +$295K | ﹤0.01% | 297 |
|
|
2025
Q1 | $454K | Buy |
6,838
+2,468
| +56% | +$164K | ﹤0.01% | 345 |
|
|
2024
Q4 | $293K | Sell |
4,370
-29
| -0.7% | -$1.94K | ﹤0.01% | 388 |
|
|
2024
Q3 | $296K | Buy |
4,399
+552
| +14% | +$37.1K | ﹤0.01% | 372 |
|
|
2024
Q2 | $244K | Buy |
+3,847
| New | +$244K | ﹤0.01% | 369 |
|