Ridgeline Wealth Planning’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
$745K Sell
10,457
-287
-3% -$20.5K 0.61% 17
2025
Q1
$713K Sell
10,744
-1,309
-11% -$86.8K 0.7% 16
2024
Q4
$808K Buy
+12,053
New +$808K 0.77% 15