Epg Wealth Management LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Epg Wealth Management LLC holds 7,695 shares of SPHD stock, worth $376,978. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,695
Previous 10,556 27.1%
Holding current value
$376,978
Previous $510 Million 24.2%
% of portfolio
0.11%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$47.08 - $50.67 $134,695 - $144,966
-2,861 Reduced 27.1%
7,695 $387 Million
Q4 2024

Feb 14, 2025
BUY
$47.77 - $51.75 $3,534 - $3,829
74 Added 0.71%
10,556 $510 Million
Q3 2024

Nov 13, 2024
BUY
$44.07 - $50.57 $461,941 - $530,074
10,482 New
10,482 $530 Million
Q2 2024

Aug 13, 2024
SELL
$42.08 - $45.43 $523,391 - $565,058
-12,438 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$41.15 - $44.4 $2,880 - $3,108
70 Added 0.57%
12,438 $552,000
Q4 2023

Feb 14, 2024
BUY
$37.32 - $42.67 $6,605 - $7,552
177 Added 1.45%
12,368 $524,000
Q3 2023

Nov 13, 2023
SELL
$39.08 - $42.63 $56,470 - $61,600
-1,445 Reduced 10.6%
12,191 $477,000
Q2 2023

Aug 15, 2023
BUY
$39.2 - $42.8 $5,252 - $5,735
134 Added 0.99%
13,636 $563,000
Q1 2023

May 15, 2023
BUY
$39.67 - $46.11 $4,839 - $5,625
122 Added 0.91%
13,502 $569,000
Q4 2022

Feb 14, 2023
BUY
$39.01 - $45.62 $4,486 - $5,246
115 Added 0.87%
13,380 $586,000
Q3 2022

Nov 15, 2022
BUY
$39.11 - $47.13 $4,380 - $5,278
112 Added 0.85%
13,265 $519,000
Q2 2022

Aug 15, 2022
BUY
$42.25 - $49.24 $151,888 - $177,017
3,595 Added 37.61%
13,153 $581,000
Q1 2022

May 10, 2022
BUY
$43.87 - $47.6 $311,827 - $338,340
7,108 Added 290.12%
9,558 $451,000
Q4 2021

Feb 14, 2022
BUY
$41.55 - $45.28 $914 - $996
22 Added 0.91%
2,450 $111,000
Q3 2021

Nov 15, 2021
BUY
$42.3 - $44.68 $102,704 - $108,483
2,428 New
2,428 $103,000
Q3 2020

Nov 02, 2020
SELL
$31.77 - $35.05 $978,579 - $1.08 Million
-30,802 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$28.26 - $37.71 $52,535 - $70,102
-1,859 Reduced 5.69%
30,802 $1.01 Million
Q1 2020

May 05, 2020
BUY
$25.66 - $44.35 $838,081 - $1.45 Million
32,661 New
32,661 $980,000

Others Institutions Holding SPHD

# of Institutions
379
Shares Held
24.8M
Call Options Held
33.3K
Put Options Held
21.3K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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