Wingate 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	$1.07M	Buy	14,999 +2,602	+21%	+$185K	0.95%	40
2025 Q1	$822K	Buy	12,397 +360	+3%	+$23.9K	0.95%	39
2024 Q4	$807K	Buy	+12,037	New	+$807K	0.79%	39