Wetzel Investment 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 | $3.97M | Sell |
55,705
-39,596
| -42% | -$2.82M | 1.82% | 15 |
|
|
2025
Q1 | $6.32M | Sell |
95,301
-2,084
| -2% | -$138K | 3.19% | 7 |
|
|
2024
Q4 | $6.53M | Buy |
97,385
+660
| +0.7% | +$44.2K | 3.24% | 6 |
|
|
2024
Q3 | $6.51M | Buy |
96,725
+95,850
| +10,954% | +$6.45M | 3.27% | 6 |
|
|
2024
Q2 | $53.4K | Buy |
875
+375
| +75% | +$22.9K | 0.03% | 229 |
|
|
2024
Q1 | $29K | Buy |
500
+62
| +14% | +$3.6K | 0.02% | 320 |
|
|
2023
Q4 | $24K | Buy |
+438
| New | +$24K | 0.01% | 351 |
|