Evernest 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 | $859K | Hold |
12,050
| – | – | 0.28% | 76 |
|
|
2025
Q1 | $799K | Hold |
12,050
| – | – | 0.29% | 81 |
|
|
2024
Q4 | $808K | Hold |
12,050
| – | – | 0.21% | 75 |
|
|
2024
Q3 | $811K | Hold |
12,050
| – | – | 0.22% | 76 |
|
|
2024
Q2 | $766K | Sell |
12,050
-1,551
| -11% | -$98.6K | 0.34% | 64 |
|
|
2024
Q1 | $780K | Buy |
+13,601
| New | +$780K | 0.37% | 60 |
|
|
2021
Q4 | $783K | Buy |
+13,601
| New | +$783K | 0.41% | 57 |
|