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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$875K Sell
12,277
-279
-2% -$19.9K 0.03% 276
2025
Q1
$833K Sell
12,556
-7,371
-37% -$489K 0.03% 270
2024
Q4
$1.34M Buy
19,927
+5,363
+37% +$359K 0.05% 207
2024
Q3
$980K Sell
14,564
-3,858
-21% -$260K 0.04% 226
2024
Q2
$1.17M Buy
18,422
+219
+1% +$13.9K 0.05% 201
2024
Q1
$1.1M Sell
18,203
-6,814
-27% -$412K 0.06% 200
2023
Q4
$1.35M Buy
+25,017
New +$1.35M 0.08% 172