Sequoia Financial Advisors’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sequoia Financial Advisors’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
2025 Q3	$1.75M	Buy
2025 Q2	$588K	Sell
2025 Q1	$561K	Buy
2024 Q4	$554K	Buy
2024 Q3	$553K	Buy
2024 Q2	$522K	Buy
2024 Q1	$495K	Sell
2023 Q4	$472K	Buy
2023 Q3	$294K	Buy
2023 Q2	$288K	Buy
2023 Q1	$254K	Buy