Howe & Rusling Inc Invesco Exchange Traded Fd Tr Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$57.33 - $65.34 $37,436 - $42,667	653 New	653 $41,000
Q2 2023 Aug 14, 2023	BUY	$46.8 - $50.45 $1,404 - $1,513	30 New	30 $1,000
Q4 2022 Feb 14, 2023	BUY	$40.0 - $46.54 $1,960 - $2,280	49 New	49 $2,000

Others Institutions Holding SPHQ

# of Institutions

563

Shares Held

123M

Call Options Held

6.9K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$841 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$829 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$535 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$528 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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