Edge Financial Advisors’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
Sell
-3,494
Closed -$232K 128
2025
Q1
$232K Sell
3,494
-33,566
-91% -$2.23M 0.15% 93
2024
Q4
$2.48M Buy
37,060
+650
+2% +$43.6K 2.22% 8
2024
Q3
$2.45M Buy
+36,410
New +$2.45M 2.17% 9
2024
Q1
$1.13M Buy
+18,516
New +$1.13M 1% 30