Jackson Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Jackson Wealth Management, LLC

$572 Million
Q1 2025

A detailed history of Jackson Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 147,754 shares of SPHQ stock, worth $10.6 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

147,754

Previous 144,608 2.18%

Holding current value

$10.6 Million

Previous $9.69 Million 1.12%

% of portfolio

1.71%

Previous 1.52%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$65.27 - $71.18 $205,339 - $223,932	3,146 Added 2.18%	147,754 $9.8 Million
Q4 2024 Jan 27, 2025	SELL	$65.67 - $69.79 $101,263 - $107,616	-1,542 Reduced 1.06%	144,608 $9.69 Million
Q3 2024 Oct 22, 2024	BUY	$61.47 - $67.36 $3.75 Million - $4.11 Million	61,061 Added 71.76%	146,150 $9.83 Million
Q2 2024 Jul 01, 2024	SELL	$57.33 - $65.34 $3.61 Million - $4.12 Million	-63,032 Reduced 42.55%	85,089 $5.41 Million
Q1 2024 Jun 11, 2024	BUY	$53.17 - $60.48 $2.83 Million - $3.22 Million	53,179 Added 56.01%	148,121 $8.95 Million
Q4 2023 Feb 14, 2024	SELL	$47.93 - $54.22 $93,127 - $105,349	-1,943 Reduced 2.01%	94,942 $5.13 Million
Q3 2023 Nov 14, 2023	BUY	$49.63 - $52.55 $12,060 - $12,769	243 Added 0.25%	96,885 $4.85 Million
Q2 2023 Aug 02, 2023	BUY	$46.8 - $50.45 $4.52 Million - $4.88 Million	96,642 New	96,642 $4.88 Million
Q1 2022 May 05, 2022	SELL	$46.47 - $53.72 $438,305 - $506,687	-9,432 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$48.5 - $53.36 $457,452 - $503,291	9,432 New	9,432 $502,000

Others Institutions Holding SPHQ

# of Institutions

661

Shares Held

119M

Call Options Held

4.7K

Put Options Held

3.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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Jackson Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History