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WMS Partners’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

WMS Partners’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,348
Closed -$694K – 230
2024
Q4 		$694K Buy
+10,348
New +$694K 0.04% 146