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

RVW 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 		$2.67M Buy
29,600
+993
+3% +$82.5K 0.18% 58
2026
Q1 		$2.15M Sell
28,607
-1,757
-6% -$137K 0.17% 58
2025
Q4 		$2.28M Sell
30,364
-2,488
-8% -$185K 0.17% 55
2025
Q3 		$2.41M Buy
32,852
+4
+0% +$289 0.19% 54
2025
Q2 		$2.34M Buy
32,848
+222
+0.7% +$15K 0.2% 54
2025
Q1 		$2.16M Sell
32,626
-691
-2% -$47.3K 0.2% 51
2024
Q4 		$2.23M Sell
33,317
-3,283
-9% -$223K 0.21% 51
2024
Q3 		$2.46M Sell
36,600
-1,590
-4% -$103K 0.23% 51
2024
Q2 		$2.43M Sell
38,190
-1,852
-5% -$113K 0.24% 49
2024
Q1 		$2.42M Sell
40,042
-1,931
-5% -$111K 0.25% 46
2023
Q4 		$2.27M Sell
41,973
-910
-2% -$46.8K 0.25% 48
2023
Q3 		$2.15M Sell
42,883
-2,006
-4% -$103K 0.26% 45
2023
Q2 		$2.26M Sell
44,889
-1,945
-4% -$93.7K 0.27% 47
2023
Q1 		$2.22M Sell
46,834
-8,018
-15% -$367K 0.27% 46
2022
Q4 		$2.41M Buy
54,852
+34,226
+166% +$1.49M 0.31% 41
2022
Q3 		$820K Buy
20,626
+15,396
+294% +$675K 0.12% 82
2022
Q2 		$220K Buy
+5,230
New +$240K 0.03% 121
2020
Q1 		– Sell
-11,859
Closed -$434K – 104
2019
Q4 		$434K Buy
11,859
+114
+1% +$3.97K 0.09% 62
2019
Q3 		$394K Buy
+11,745
New +$392K 0.09% 63

Other funds holding SPHQ

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
VWM
Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return