Sterling Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Sterling Group Wealth Management, LLC

$186 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPHQ

# of Institutions

645

Shares Held

115M

Call Options Held

5.3K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

10M
Shares

$664 Million
0.27% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.72M
Shares

$511 Million
9.57% of portfolio
Wealth Enhancement Advisory Services, LLC

7.64M
Shares

$505 Million
1.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.51M
Shares

$364 Million
0.1% of portfolio
Morgan Stanley New York, NY

5.48M
Shares

$362 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.