SSWM
Sheets Smith Wealth Management’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 | $1.45M | Buy |
+20,298
| New | +$1.45M | 0.17% | 123 |
|
|
2025
Q1 | – | Sell |
-3,284
| Closed | -$220K | – | 385 |
|
|
2024
Q4 | $220K | Buy |
+3,284
| New | +$220K | 0.03% | 361 |
|
|
2023
Q4 | – | Sell |
-1,112
| Closed | -$55.6K | – | 476 |
|
|
2023
Q3 | $55.6K | Buy |
+1,112
| New | +$55.6K | 0.01% | 378 |
|