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

Vigilare Wealth Management’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	$17.6M	Sell	195,028 -13,976	-7%	-$1.16M	5.39%	3
2026 Q1	$15.7M	Buy	209,004 +104,025	+99%	+$8.09M	5.31%	3
2025 Q4	$7.88M	Sell	104,979 -8,940	-8%	-$664K	2.65%	10
2025 Q3	$8.35M	Sell	113,919 -13,516	-11%	-$976K	2.89%	9
2025 Q2	$9.08M	Sell	127,435 -93,721	-42%	-$6.34M	3.4%	6
2025 Q1	$14.7M	Buy	221,156 +21,765	+11%	+$1.49M	5.86%	4
2024 Q4	$13.4M	Sell	199,391 -33,138	-14%	-$2.25M	5.43%	3
2024 Q3	$15.6M	Sell	232,529 -373,899	-62%	-$24.3M	6.32%	4
2024 Q2	$38.5M	Buy	606,428 +580,440	+2,233%	+$35.4M	17.03%	2
2024 Q1	$1.57M	Buy	+25,988	New	+$1.49M	0.77%	20

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

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

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