Crown Wealth Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Crown Wealth Group, LLC

$211 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$39.74 - $47.08 $22,651 - $26,835	-570 Reduced 8.27%	6,325 $251,000
Q1 2022 Jul 13, 2022	BUY	$46.47 - $53.72 $320,410 - $370,399	6,895 New	6,895 $344,000

Others Institutions Holding SPHQ

# of Institutions

563

Shares Held

123M

Call Options Held

6.9K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$841 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$829 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$535 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$528 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Crown Wealth Group, LLC with notifications on news.