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

SteelPeak Wealth’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
2026 Q2	–	Sell	-2,998	Closed	-$225K	–	698
2026 Q1	$225K	Sell	2,998 -5,744	-66%	-$447K	0.01%	510
2025 Q4	$656K	Sell	8,742 -3,313	-27%	-$246K	0.02%	325
2025 Q3	$884K	Sell	12,055 -222	-2%	-$16K	0.03%	309
2025 Q2	$875K	Sell	12,277 -279	-2%	-$18.9K	0.03%	286
2025 Q1	$833K	Sell	12,556 -7,371	-37%	-$505K	0.04%	282
2024 Q4	$1.34M	Buy	19,927 +5,363	+37%	+$364K	0.06%	214
2024 Q3	$980K	Sell	14,564 -3,858	-21%	-$251K	0.04%	234
2024 Q2	$1.17M	Buy	18,422 +219	+1%	+$13.4K	0.06%	210
2024 Q1	$1.1M	Sell	18,203 -6,814	-27%	-$390K	0.06%	207
2023 Q4	$1.35M	Buy	+25,017	New	+$1.29M	0.08%	174

Other funds holding SPHQ

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return