Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,786 shares of SPHQ stock, worth $494,835. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,786

Previous 29,769 77.2%

Holding current value

$494,835

Previous $2 Million 77.44%

% of portfolio

0.03%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$65.27 - $71.18 $1.5 Million - $1.64 Million	-22,983 Reduced 77.2%	6,786 $450,000
Q4 2024 Feb 07, 2025	BUY	$65.67 - $69.79 $1.44 Million - $1.53 Million	21,873 Added 277.01%	29,769 $2 Million
Q3 2024 Nov 08, 2024	SELL	$61.47 - $67.36 $98,167 - $107,573	-1,597 Reduced 16.82%	7,896 $531,000
Q2 2024 Aug 13, 2024	SELL	$57.33 - $65.34 $44,144 - $50,311	-770 Reduced 7.5%	9,493 $603,000
Q1 2024 Jun 11, 2024	BUY	$53.17 - $60.48 $535,687 - $609,336	10,075 Added 5359.04%	10,263 $620,000
Q3 2023 Nov 03, 2023	BUY	$49.63 - $52.55 $9,330 - $9,879	188 New	188 $9,000

Others Institutions Holding SPHQ

# of Institutions

678

Shares Held

119M

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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Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History