Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 14,789 shares of SPHQ stock, worth $1.09 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

14,789

Previous 15,728 5.97%

Holding current value

$1.09 Million

Previous $1.12 Billion 3.29%

% of portfolio

0.28%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$70.77 - $73.59 $66,453 - $69,101	-939 Reduced 5.97%	14,789 $1.08 Billion
Q2 2025 Jul 28, 2025	SELL	$59.24 - $71.39 $4,739 - $5,711	-80 Reduced 0.51%	15,728 $1.12 Billion
Q4 2024 Jan 24, 2025	SELL	$65.67 - $69.79 $108,355 - $115,153	-1,650 Reduced 9.45%	15,808 $1.06 Billion
Q3 2024 Nov 01, 2024	SELL	$61.47 - $67.36 $912,337 - $999,757	-14,842 Reduced 45.95%	17,458 $1.17 Billion
Q1 2024 May 01, 2024	SELL	$53.17 - $60.48 $181,097 - $205,994	-3,406 Reduced 9.54%	32,300 $1.95 Billion

Q4 2023 Feb 14, 2024	BUY	$47.93 - $54.22 $1.71 Million - $1.94 Million	35,706 New	35,706 $1.93 Billion

Others Institutions Holding SPHQ

# of Institutions

730

Shares Held

138M

Call Options Held

16.6K

Put Options Held

14.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
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Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History