Cerro Pacific Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Cerro Pacific Wealth Advisors LLC

  • $294 Million
  • Q1 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 49,451 shares of SPHQ stock, worth $3.25 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
49,451
Previous 43,603 13.41%
Holding current value
$3.25 Million
Previous $2.92 Million 11.12%
% of portfolio
1.11%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$65.27 - $71.18 $381,698 - $416,260
5,848 Added 13.41%
49,451 $3.25 Million
Q4 2024

Jan 17, 2025
BUY
$65.67 - $69.79 $812,928 - $863,930
12,379 Added 39.65%
43,603 $2.92 Million
Q3 2024

Oct 09, 2024
BUY
$61.47 - $67.36 $86,058 - $94,304
1,400 Added 4.69%
31,224 $2.1 Million
Q2 2024

Aug 09, 2024
BUY
$57.33 - $65.34 $1.71 Million - $1.95 Million
29,824 New
29,824 $1.9 Million

Others Institutions Holding SPHQ

# of Institutions
627
Shares Held
132M
Call Options Held
5.3K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email