Lakeridge Wealth Management’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
$361K Sell
2025
Q2
$358K Hold
2025
Q1
$333K Buy
2024
Q4
$327K Buy
2024
Q3
$300K Hold
2024
Q2
$283K Hold
2024
Q1
$269K Hold
2023
Q4
$241K Buy