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

Olistico Wealth’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	$735K	Sell	8,157 -30	-0.4%	-$2.49K	0.31%	58
2026 Q1	$616K	Sell	8,187 -271	-3%	-$21.1K	0.3%	60
2025 Q4	$635K	Hold	8,458	–	–	0.31%	55
2025 Q3	$620K	Sell	8,458 -1,003	-11%	-$72.4K	0.33%	54
2025 Q2	$674K	Sell	9,461 -23	-0.2%	-$1.55K	0.37%	53
2025 Q1	$629K	Hold	9,484	–	–	0.39%	48
2024 Q4	$636K	Sell	9,484 -150	-2%	-$10.2K	0.37%	50
2024 Q3	$648K	Sell	9,634 -2,049	-18%	-$133K	0.4%	49
2024 Q2	$742K	Buy	11,683 +2	+0%	+$122	0.47%	42
2024 Q1	$706K	Buy	11,681 +1,035	+10%	+$59.3K	0.51%	44
2023 Q4	$576K	Buy	10,646 +73	+0.7%	+$3.75K	0.45%	50
2023 Q3	$529K	Buy	10,573 +6	+0.1%	+$308	0.47%	55
2023 Q2	$533K	Sell	10,567 -38	-0.4%	-$1.83K	0.46%	57
2023 Q1	$502K	Buy	10,605 +1,227	+13%	+$56.1K	0.49%	54
2022 Q4	$413K	Buy	+9,378	New	+$410K	0.45%	63

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

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return