Iron Bridge Private Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Iron Bridge Private Wealth, LLC

$255 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$46.47 - $53.72 $46 - $53	-1 Closed	0 $0
Q3 2021 Jan 12, 2022	BUY	$48.36 - $51.19 $48 - $51	1 New	1 $0

Others Institutions Holding SPHQ

# of Institutions

539

Shares Held

120M

Call Options Held

4.1K

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

$529 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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