Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History

Balanced Wealth Group LLC

$230 Billion
Q2 2025

A detailed history of Balanced Wealth Group LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Wealth Group LLC holds 12,699 shares of SPHQ stock, worth $937,948. This represents 0.39% of its overall portfolio holdings.

Number of Shares

12,699

Previous 12,722 0.18%

Holding current value

$937,948

Previous $844 Million 7.4%

% of portfolio

0.39%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$59.24 - $71.39 $1,362 - $1,641	-23 Reduced 0.18%	12,699 $906 Million
Q1 2025 Apr 15, 2025	BUY	$65.27 - $71.18 $391 - $427	6 Added 0.05%	12,722 $844 Million
Q4 2024 Feb 10, 2025	SELL	$65.67 - $69.79 $1,576 - $1,674	-24 Reduced 0.19%	12,716 $887 Million
Q3 2024 Oct 28, 2024	SELL	$61.47 - $67.36 $55,015 - $60,287	-895 Reduced 6.56%	12,740 $857 Million
Q2 2024 Aug 13, 2024	BUY	$57.33 - $65.34 $458 - $522	8 Added 0.06%	13,635 $866 Million
Q1 2024 May 13, 2024	BUY	$53.17 - $60.48 $478 - $544	9 Added 0.07%	13,627 $816 Million
Q4 2023 Feb 06, 2024	BUY	$47.93 - $54.22 $652,710 - $738,367	13,618 New	13,618 $736 Million

Others Institutions Holding SPHQ

# of Institutions

705

Shares Held

130M

Call Options Held

6.8K

Put Options Held

13.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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Balanced Wealth Group LLC Invesco Exchange Traded Fd Tr Transaction History