M&R Capital Management Inc Invesco Exchange Traded Fd Tr Transaction History

M&R Capital Management Inc

$445 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 24, 2019	SELL	$31.02 - $33.7 $5,645 - $6,133	-182 Closed	0 $0
Q2 2018 Aug 08, 2018	BUY	$29.15 - $31.29 $5,305 - $5,694	182 New	182 $5,000

Others Institutions Holding SPHQ

# of Institutions

537

Shares Held

119M

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

7.6M
Shares

$519 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

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 M&R Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on M&R Capital Management Inc with notifications on news.