EP Wealth 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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $839K | Sell |
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|
2024
Q4 | $933K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $254K | Buy |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $196K | Hold |
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|
2022
Q1 | $233K | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $207K | Buy |
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|
2020
Q4 | $182K | Buy |
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