Guardian Wealth Management, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Guardian Wealth Management, Inc.

$135 Million
Q1 2025

A detailed history of Guardian Wealth Management, Inc. transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 872 shares of SPHB stock, worth $76,648. This represents 0.05% of its overall portfolio holdings.

Number of Shares

872

Previous 876 0.46%

Holding current value

$76,648

Previous $77,000 11.69%

% of portfolio

0.05%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$78.26 - $95.21 $313 - $380	-4 Reduced 0.46%	872 $68,000
Q4 2024 Feb 14, 2025	BUY	$86.6 - $95.01 $86 - $95	1 Added 0.11%	876 $77,000
Q3 2024 Nov 14, 2024	BUY	$77.64 - $90.33 $155 - $180	2 Added 0.23%	875 $78,000
Q2 2024 Aug 08, 2024	BUY	$79.94 - $87.17 $79 - $87	1 Added 0.11%	873 $73,000
Q1 2024 May 14, 2024	BUY	$78.22 - $87.74 $68,207 - $76,509	872 New	872 $76,000

Others Institutions Holding SPHB

# of Institutions

126

Shares Held

3.43M

Call Options Held

11.6K

Put Options Held

545K

View Full List

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHB
Sector ETFs
Industry ETFs

More about SPHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Management, Inc. with notifications on news.

Account

Guardian Wealth Management, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History