Arete Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Arete Wealth Advisors, LLC

$1.22 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$47.93 - $54.22 $756,766 - $856,079	15,789 New	15,789 $853,000
Q2 2023 Aug 09, 2023	BUY	$46.8 - $50.45 $662,360 - $714,018	14,153 New	14,153 $714,000

Others Institutions Holding SPHQ

# of Institutions

537

Shares Held

119M

Call Options Held

4.1K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$841 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$829 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$535 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.6M
Shares

$519 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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