Capital Planning Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.9M | Sell |
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|
2025
Q2 | $36.1M | Sell |
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|
2025
Q1 | $35.4M | Buy |
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|
2024
Q4 | $35.3M | Buy |
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|
2024
Q3 | $33.1M | Sell |
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|
2024
Q2 | $32M | Buy |
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|
2024
Q1 | $28.2M | Sell |
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|
2023
Q4 | $25.7M | Buy |
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|
2023
Q3 | $22.2M | Sell |
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|
2023
Q2 | $22.6M | Buy |
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|
2023
Q1 | $17.2M | Sell |
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|
2022
Q4 | $29.4M | Buy |
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|
2022
Q3 | $17.9M | Buy |
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