Bcgm Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Bcgm Wealth Management, LLC

$287 Million
Q3 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 14,175 shares of SPHQ stock, worth $968,152. This represents 0.33% of its overall portfolio holdings.

Number of Shares

14,175

Previous 15,785 10.2%

Holding current value

$968,152

Previous $1 Million 4.89%

% of portfolio

0.33%

Previous 0.37%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$61.47 - $67.36 $98,966 - $108,449	-1,610 Reduced 10.2%	14,175 $953,000
Q2 2024 Jul 30, 2024	SELL	$57.33 - $65.34 $29,696 - $33,846	-518 Reduced 3.18%	15,785 $1 Million
Q1 2024 May 07, 2024	SELL	$53.17 - $60.48 $16,110 - $18,325	-303 Reduced 1.82%	16,303 $985,000
Q4 2023 Feb 08, 2024	SELL	$47.93 - $54.22 $18,357 - $20,766	-383 Reduced 2.25%	16,606 $898,000
Q2 2023 Aug 07, 2023	BUY	$46.8 - $50.45 $388,908 - $419,239	8,310 Added 95.75%	16,989 $857,000
Q1 2023 May 02, 2023	SELL	$43.64 - $47.32 $541,572 - $587,241	-12,410 Reduced 58.85%	8,679 $410,000
Q2 2022 Aug 01, 2022	BUY	$41.15 - $50.23 $281,795 - $343,975	6,848 Added 48.09%	21,089 $959,000
Q4 2020 Feb 16, 2021	BUY	$37.11 - $42.11 $528,483 - $599,688	14,241 New	14,241 $631,000

Others Institutions Holding SPHQ

# of Institutions

539

Shares Held

120M

Call Options Held

4.1K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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Bcgm Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History