Visionary Wealth Advisors’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 | $1.63M | Buy |
22,907
+3,679
| +19% | +$262K | 0.08% | 218 |
|
2025
Q1 | $1.28M | Buy |
19,228
+4,288
| +29% | +$284K | 0.08% | 229 |
|
2024
Q4 | $1M | Buy |
14,940
+11,247
| +305% | +$754K | 0.06% | 252 |
|
2024
Q3 | $248K | Buy |
+3,693
| New | +$248K | 0.02% | 479 |
|
2020
Q3 | – | Sell |
-13,850
| Closed | -$490K | – | 268 |
|
2020
Q2 | $490K | Buy |
13,850
+1,878
| +16% | +$66.4K | 0.07% | 148 |
|
2020
Q1 | $358K | Buy |
11,972
+4,028
| +51% | +$120K | 0.07% | 142 |
|
2019
Q4 | $291K | Buy |
+7,944
| New | +$291K | 0.05% | 168 |
|