Kpp Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History

Kpp Advisory Services LLC

$401 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$59.24 - $71.39 $4.81 Million - $5.79 Million	81,134 New	81,134 $5.78 Billion
Q1 2025 Apr 23, 2025	SELL	$65.27 - $71.18 $1.96 Million - $2.14 Million	-30,100 Reduced 31.33%	65,966 $4.38 Billion
Q4 2024 Jan 24, 2025	BUY	$65.67 - $69.79 $473,612 - $503,325	7,212 Added 8.12%	96,066 $6.44 Billion
Q3 2024 Nov 06, 2024	BUY	$61.47 - $67.36 $2.99 Million - $3.28 Million	48,666 Added 121.1%	88,854 $5.98 Billion
Q2 2024 Aug 27, 2024	BUY	$57.33 - $65.34 $36,347 - $41,425	634 Added 1.6%	40,188 $2.55 Billion
Q1 2024 May 14, 2024	BUY	$53.17 - $60.48 $2.1 Million - $2.39 Million	39,554 New	39,554 $2.39 Billion
Q3 2023 Nov 14, 2023	BUY	$49.63 - $52.55 $2.95 Million - $3.13 Million	59,507 New	59,507 $2.98 Billion

Others Institutions Holding SPHQ

# of Institutions

694

Shares Held

119M

Call Options Held

4.7K

Put Options Held

3.2K

Lpl Financial LLC Fort Mill, SC

10M
Shares

$723 Million
0.27% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

8.04M
Shares

$579 Million
9.64% of portfolio
Wealth Enhancement Advisory Services, LLC

7.46M
Shares

$537 Million
0.96% of portfolio
Morgan Stanley New York, NY

6.42M
Shares

$462 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.51M
Shares

$396 Million
0.1% of portfolio

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