Kovitz Investment Group Partners’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
2025
Q3
$87.7M Sell
2025
Q2
$108M Buy
2025
Q1
$93.5M Sell
2024
Q4
$128M Sell
2024
Q3
$141M Buy
2024
Q2
$121M Buy