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

Sax Wealth Advisors’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18.6M Buy
261,553
+242,383
+1,264% +$17.3M 1.13% 17
2025
Q1 		$1.27M Buy
+19,170
New +$1.27M 0.09% 121