CFO4Life Group’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

CFO4Life Group’s Portfolio SPHQ Stock Details SPHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$400K	Sell	5,325 -827	-13%	-$64.3K	0.06%	141
2025 Q4	$462K	Hold	6,152	–	–	0.07%	133
2025 Q3	$451K	Hold	6,152	–	–	0.07%	137
2025 Q2	$438K	Hold	6,152	–	–	0.07%	131
2025 Q1	$408K	Hold	6,152	–	–	0.07%	133
2024 Q4	$412K	Hold	6,152	–	–	0.07%	130
2024 Q3	$414K	Hold	6,152	–	–	0.07%	130
2024 Q2	$391K	Hold	6,152	–	–	0.07%	130
2024 Q1	$372K	Hold	6,152	–	–	0.07%	134
2023 Q4	$333K	Hold	6,152	–	–	0.06%	131
2023 Q3	$308K	Hold	6,152	–	–	0.07%	121
2023 Q2	$310K	Hold	6,152	–	–	0.07%	131
2023 Q1	$291K	Hold	6,152	–	–	0.07%	127
2022 Q4	$271K	Buy	6,152 +827	+16%	+$36.1K	0.06%	141
2022 Q3	$212K	Hold	5,325	–	–	0.06%	131
2022 Q2	$226K	Hold	5,325	–	–	0.06%	130
2022 Q1	$266K	Hold	5,325	–	–	0.06%	126
2021 Q4	$283K	Hold	5,325	–	–	0.06%	123
2021 Q3	$259K	Hold	5,325	–	–	0.06%	123
2021 Q2	$259K	Hold	5,325	–	–	0.06%	120
2021 Q1	$236K	Hold	5,325	–	–	0.06%	129
2020 Q4	$224K	Hold	5,325	–	–	0.06%	130
2020 Q3	$206K	Buy	+5,325	New	+$201K	0.07%	120

Other funds holding SPHQ

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return