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

Cerro Pacific Wealth Advisors LLC

  • $355 Million
  • Q2 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 58,571 shares of SPHQ stock, worth $4.22 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
58,571
Previous 49,451 18.44%
Holding current value
$4.22 Million
Previous $3.25 Million 28.52%
% of portfolio
1.18%
Previous 1.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$59.24 - $71.39 $540,268 - $651,076
9,120 Added 18.44%
58,571 $4.17 Million
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
708
Shares Held
128M
Call Options Held
6.8K
Put Options Held
13.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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