Global Wealth Strategies & Associates’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Global Wealth Strategies & Associates’s Portfolio SPHQ Stock Details SPHQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-184	Closed	-$13.9K	–	410
2026 Q1	$13.9K	Hold	184	–	–	﹤0.01%	285
2025 Q4	$13.8K	Buy	184 +1	+0.5%	+$74	﹤0.01%	277
2025 Q3	$13.4K	Buy	183 +1	+0.5%	+$72	﹤0.01%	258
2025 Q2	$13K	Hold	182	–	–	﹤0.01%	202
2025 Q1	$12.1K	Hold	182	–	–	﹤0.01%	241
2024 Q4	$12.2K	Buy	182 +1	+0.6%	+$68	﹤0.01%	209
2024 Q3	$12.2K	Buy	+181	New	+$11.8K	﹤0.01%	183

Other funds holding SPHQ

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return