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Synergy Investment Management’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Synergy Investment Management’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-122,121
Closed -$8.1M – 496
2025
Q1 		$8.1M Buy
122,121
+27,434
+29% +$1.82M 3.38% 6
2024
Q4 		$6.35M Buy
+94,687
New +$6.35M 2.73% 10