Kovitz Investment Group Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Kovitz Investment Group Partners, LLC

$21.5 Billion
Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,516,681 shares of SPHQ stock, worth $111 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,516,681

Previous 1,410,061 7.56%

Holding current value

$111 Million

Previous $93.5 Million 15.54%

% of portfolio

0.5%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$59.24 - $71.39 $6.32 Million - $7.61 Million	106,620 Added 7.56%	1,516,681 $108 Million
Q1 2025 May 13, 2025	SELL	$65.27 - $71.18 $32.3 Million - $35.3 Million	-495,512 Reduced 26.0%	1,410,061 $93.5 Million
Q4 2024 Aug 25, 2025	BUY	$65.67 - $69.79 $25.5 Million - $27.1 Million	388,892 Added 25.64%	1,905,573 $128 Million
Q4 2024 Feb 14, 2025	SELL	$65.67 - $69.79 $12.4 Million - $13.1 Million	-188,114 Reduced 8.98%	1,905,573 $128 Million
Q3 2024 Nov 14, 2024	BUY	$61.47 - $67.36 $12.1 Million - $13.3 Million	197,353 Added 10.41%	2,093,687 $141 Million
Q2 2024 Aug 14, 2024	BUY	$57.33 - $65.34 $109 Million - $124 Million	1,896,334 New	1,896,334 $120 Million

Others Institutions Holding SPHQ

# of Institutions

702

Shares Held

131M

Call Options Held

6.8K

Put Options Held

13.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

Kovitz Investment Group Partners, LLC Invesco Exchange Traded Fd Tr Transaction History