Wealthspire Advisors (New York)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Buy |
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|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $223K | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $223K | Sell |
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|
2021
Q1 | $557K | Sell |
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|
2020
Q4 | $615K | Buy |
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|
2020
Q3 | $309K | Hold |
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|
2020
Q2 | $283K | Buy |
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