Thurston Springer Miller Herd & Titak’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Thurston Springer Miller Herd & Titak’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	$836K	Buy	9,282 +2,451	+36%	+$204K	0.3%	90
2026 Q1	$514K	Sell	6,831 -20	-0.3%	-$1.55K	0.21%	124
2025 Q4	$514K	Buy	6,851 +6,225	+994%	+$462K	0.18%	134
2025 Q3	$45.9K	Sell	626 -14,670	-96%	-$1.06M	0.09%	210
2025 Q2	$1.09M	Buy	15,296 +10,318	+207%	+$698K	0.14%	165
2025 Q1	$330K	Buy	4,978 +371	+8%	+$25.4K	0.06%	240
2024 Q4	$309K	Buy	4,607 +720	+19%	+$48.8K	0.06%	223
2024 Q3	$261K	Sell	3,887 -121	-3%	-$7.86K	0.07%	220
2024 Q2	$255K	Buy	+4,008	New	+$244K	0.08%	205

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

Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return

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