Optivise Advisory Services’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	$645K	Buy	9,047 +3,722	+70%	+$265K	0.33%	77
2025 Q1	$353K	Buy	5,325 +953	+22%	+$63.2K	0.2%	108
2024 Q4	$293K	Sell	4,372 -23,574	-84%	-$1.58M	0.16%	133
2024 Q3	$1.88M	Buy	+27,946	New	+$1.88M	0.99%	22