GWP
Gateway Wealth Partners’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 | $338K | Sell |
4,740
-811
| -15% | -$57.8K | 0.06% | 259 |
|
|
2025
Q1 | $368K | Buy |
5,551
+152
| +3% | +$10.1K | 0.08% | 225 |
|
|
2024
Q4 | $362K | Buy |
5,399
+149
| +3% | +$9.99K | 0.09% | 201 |
|
|
2024
Q3 | $353K | Buy |
5,250
+1,011
| +24% | +$68K | 0.1% | 190 |
|
|
2024
Q2 | $269K | Buy |
+4,239
| New | +$269K | 0.08% | 218 |
|
|
2024
Q1 | – | Sell |
-5,715
| Closed | -$309K | – | 248 |
|
|
2023
Q4 | $309K | Buy |
+5,715
| New | +$309K | 0.12% | 151 |
|