Cliftonlarsonallen Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.35 Billion
Q1 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 7,723,962 shares of SPHQ stock, worth $548 Million. This represents 9.57% of its overall portfolio holdings.

Number of Shares

7,723,962

Previous 7,673,847 0.65%

Holding current value

$548 Million

Previous $514 Million 0.38%

% of portfolio

9.57%

Previous 9.98%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$65.27 - $71.18 $3.27 Million - $3.57 Million	50,115 Added 0.65%	7,723,962 $512 Million
Q4 2024 Jan 14, 2025	BUY	$65.67 - $69.79 $25.8 Million - $27.4 Million	393,229 Added 5.4%	7,673,847 $514 Million
Q3 2024 Oct 11, 2024	BUY	$61.47 - $67.36 $16 Million - $17.6 Million	260,719 Added 3.71%	7,280,618 $490 Million
Q2 2024 Jul 11, 2024	BUY	$57.33 - $65.34 $23.2 Million - $26.5 Million	404,861 Added 6.12%	7,019,899 $446 Million
Q1 2024 May 02, 2024	BUY	$53.17 - $60.48 $166 Million - $189 Million	3,121,091 Added 89.33%	6,615,038 $400 Million
Q4 2023 Jan 16, 2024	BUY	$47.93 - $54.22 $8.56 Million - $9.68 Million	178,554 Added 5.39%	3,493,947 $189 Million
Q3 2023 Oct 13, 2023	BUY	$49.63 - $52.55 $14.2 Million - $15 Million	285,629 Added 9.43%	3,315,393 $166 Million
Q2 2023 Jul 14, 2023	BUY	$46.8 - $50.45 $43.1 Million - $46.5 Million	921,072 Added 43.68%	3,029,764 $153 Million
Q1 2023 Apr 12, 2023	BUY	$43.64 - $47.32 $92 Million - $99.8 Million	2,108,692 New	2,108,692 $99.8 Million

Others Institutions Holding SPHQ

# of Institutions

660

Shares Held

118M

Call Options Held

4.7K

Put Options Held

3.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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Cliftonlarsonallen Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History