Lakeridge Wealth Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Lakeridge Wealth Management’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	$309K	Sell	3,429 -1,565	-31%	-$130K	0.11%	141
2026 Q1	$375K	Buy	4,994 +65	+1%	+$5.05K	0.16%	116
2025 Q4	$370K	Buy	4,929 +4	+0.1%	+$297	0.17%	113
2025 Q3	$361K	Sell	4,925 -95	-2%	-$6.86K	0.16%	103
2025 Q2	$358K	Hold	5,020	–	–	0.16%	105
2025 Q1	$333K	Buy	5,020 +145	+3%	+$9.93K	0.17%	109
2024 Q4	$327K	Buy	4,875 +419	+9%	+$28.4K	0.17%	109
2024 Q3	$300K	Hold	4,456	–	–	0.16%	113
2024 Q2	$283K	Hold	4,456	–	–	0.17%	114
2024 Q1	$269K	Hold	4,456	–	–	0.17%	107
2023 Q4	$241K	Buy	+4,456	New	+$229K	0.17%	105

Other funds holding SPHQ

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

Clearview Wealth Management Irvine, California $156M AUM

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

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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