SWA
SPHQ icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$832K Buy
11,674
+1,227
+12% +$87.4K 0.14% 29
2025
Q1
$693K Buy
10,447
+805
+8% +$53.4K 0.12% 29
2024
Q4
$646K Buy
+9,642
New +$646K 0.11% 31