Lake Point Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	SELL	$32.51 - $36.68 $1,202 - $1,357	-37 Closed	0 $0
Q1 2019 Aug 07, 2019	BUY	$26.88 - $32.27 $994 - $1,193	37 New	37 $1,000

Others Institutions Holding SPHQ

# of Institutions

716

Shares Held

135M

Call Options Held

6.8K

Put Options Held

13.4K

Lpl Financial LLC Fort Mill, SC

11.4M
Shares

$830 Million
0.29% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.25M
Shares

$675 Million
0.17% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

8.41M
Shares

$614 Million
9.77% of portfolio
Wealth Enhancement Advisory Services, LLC

7.66M
Shares

$560 Million
0.92% of portfolio
Morgan Stanley New York, NY

6.66M
Shares

$486 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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