A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 8,481 shares of SPHQ stock, worth $580,778. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,481
Previous 11,770 27.94%
Holding current value
$580,778
Previous $747,000 23.69%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$61.47 - $67.36 $202,174 - $221,547
-3,289 Reduced 27.94%
8,481 $570,000
Q2 2024

Aug 09, 2024

BUY
$57.33 - $65.34 $167,690 - $191,119
2,925 Added 33.07%
11,770 $747,000
Q1 2024

May 14, 2024

BUY
$53.17 - $60.48 $65,558 - $74,571
1,233 Added 16.2%
8,845 $534,000
Q4 2023

Feb 12, 2024

BUY
$47.93 - $54.22 $364,843 - $412,722
7,612 New
7,612 $411,000

Others Institutions Holding SPHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.