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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.29M Buy
60,227
+8,831
+17% +$629K 3.96% 4
2025
Q1
$3.41M Sell
51,396
-16,508
-24% -$1.1M 3.54% 5
2024
Q4
$4.55M Buy
+67,904
New +$4.55M 3.29% 7