Medallion Wealth Advisors, LLC’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
2026
Q1
$329K Sell
2025
Q4
$346K Sell
2025
Q3
$432K Buy
2025
Q2
$418K Sell
2025
Q1
$496K Buy
2024
Q4
$495K Buy