Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History

Dynamic Wealth Strategies, LLC

$119 Million
Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 90,770 shares of SPHQ stock, worth $6.5 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares

90,770

Previous 124,459 27.07%

Holding current value

$6.5 Million

Previous $8.34 Million 27.82%

% of portfolio

5.04%

Previous 7.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$65.27 - $71.18 $2.2 Million - $2.4 Million	-33,689 Reduced 27.07%	90,770 $6.02 Million
Q4 2024 Feb 13, 2025	BUY	$65.67 - $69.79 $284,810 - $302,679	4,337 Added 3.61%	124,459 $8.34 Million
Q3 2024 Nov 13, 2024	SELL	$61.47 - $67.36 $280,794 - $307,700	-4,568 Reduced 3.66%	120,122 $8.08 Million
Q2 2024 Aug 15, 2024	SELL	$57.33 - $65.34 $206,903 - $235,812	-3,609 Reduced 2.81%	124,690 $7.92 Million
Q1 2024 May 15, 2024	SELL	$53.17 - $60.48 $235,436 - $267,805	-4,428 Reduced 3.34%	128,299 $7.75 Million
Q4 2023 Feb 13, 2024	BUY	$47.93 - $54.22 $6.36 Million - $7.2 Million	132,727 New	132,727 $7.18 Billion

Others Institutions Holding SPHQ

# of Institutions

684

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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Dynamic Wealth Strategies, LLC Invesco Exchange Traded Fd Tr Transaction History