FIA
Foundations Investment Advisors’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 | $936K | Sell |
13,141
-217,485
| -94% | -$15.5M | 0.01% | 448 |
|
|
2025
Q1 | $15.3M | Buy |
230,626
+208,160
| +927% | +$13.8M | 0.28% | 90 |
|
|
2024
Q4 | $1.51M | Sell |
22,466
-23,581
| -51% | -$1.58M | 0.03% | 336 |
|
|
2024
Q3 | $3.1M | Buy |
46,047
+39,413
| +594% | +$2.65M | 0.07% | 222 |
|
|
2024
Q2 | $422K | Buy |
+6,634
| New | +$422K | 0.01% | 532 |
|