CarsonAllaria Wealth Management’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 | $874K | Hold |
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|
2025
Q2 | $850K | Hold |
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|
2025
Q1 | $791K | Hold |
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|
2024
Q4 | $799K | Hold |
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|
2024
Q3 | $802K | Hold |
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|
2024
Q2 | $758K | Hold |
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|
2024
Q1 | $720K | Hold |
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|
2023
Q4 | $645K | Hold |
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|
2023
Q3 | $597K | Hold |
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|
2023
Q2 | $602K | Hold |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $525K | Hold |
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|
2022
Q3 | $474K | Hold |
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|
2022
Q2 | $501K | Hold |
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|
2022
Q1 | $595K | Hold |
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|
2021
Q4 | $634K | Buy |
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