JFA
JNBA Financial 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 | $13.5M | Buy |
+190,101
| New | +$13.5M | 1.3% | 19 |
|
2025
Q1 | – | Sell |
-111
| Closed | -$7.44K | – | 681 |
|
2024
Q4 | $7.44K | Hold |
111
| – | – | ﹤0.01% | 484 |
|
2024
Q3 | $7.47K | Hold |
111
| – | – | ﹤0.01% | 492 |
|
2024
Q2 | $7.05K | Hold |
111
| – | – | ﹤0.01% | 487 |
|
2024
Q1 | $6.71K | Buy |
+111
| New | +$6.71K | ﹤0.01% | 500 |
|