EWM
Endowment Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Buy |
37,446
+2,485
| +7% | +$177K | 1.38% | 19 |
|
|
2025
Q1 | $2.32M | Buy |
34,961
+3,018
| +9% | +$200K | 1.49% | 17 |
|
|
2024
Q4 | $2.14M | Buy |
31,943
+9,983
| +45% | +$669K | 1.44% | 17 |
|
|
2024
Q3 | $1.48M | Buy |
21,960
+1,809
| +9% | +$122K | 0.97% | 28 |
|
|
2024
Q2 | $1.28M | Buy |
20,151
+2,562
| +15% | +$163K | 0.93% | 30 |
|
|
2024
Q1 | $1.06M | Buy |
+17,589
| New | +$1.06M | 0.8% | 33 |
|