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

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 374,546 shares of SPHQ stock, worth $26.1 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

374,546

Previous 375,712 0.31%

Holding current value

$26.1 Million

Previous $25.3 Million 0.67%

% of portfolio

0.68%

Previous 0.66%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$65.67 - $69.79 $76,571 - $81,375	-1,166 Reduced 0.31%	374,546 $25.1 Million
Q3 2024 Oct 17, 2024	SELL	$61.47 - $67.36 $2,889 - $3,165	-47 Reduced 0.01%	375,712 $25.3 Million
Q2 2024 Jul 22, 2024	SELL	$57.33 - $65.34 $140,229 - $159,821	-2,446 Reduced 0.65%	375,759 $23.9 Million
Q1 2024 Apr 15, 2024	BUY	$53.17 - $60.48 $2.07 Million - $2.35 Million	38,933 Added 11.48%	378,205 $22.9 Million
Q4 2023 Jan 11, 2024	SELL	$47.93 - $54.22 $2.06 Million - $2.33 Million	-43,038 Reduced 11.26%	339,272 $18.3 Million
Q3 2023 Oct 26, 2023	SELL	$49.63 - $52.55 $882,322 - $934,233	-17,778 Reduced 4.44%	382,310 $19.1 Million
Q2 2023 Jul 10, 2023	BUY	$46.8 - $50.45 $85,784 - $92,474	1,833 Added 0.46%	400,088 $20.2 Million
Q1 2023 Apr 06, 2023	BUY	$43.64 - $47.32 $1.35 Million - $1.46 Million	30,937 Added 8.42%	398,255 $18.8 Million
Q4 2022 Jan 17, 2023	BUY	$40.0 - $46.54 $7.23 Million - $8.42 Million	180,817 Added 96.95%	367,318 $0
Q3 2022 Oct 25, 2022	BUY	$39.74 - $47.08 $6.56 Million - $7.78 Million	165,152 Added 773.58%	186,501 $7.41 Million
Q2 2022 Jul 13, 2022	BUY	$41.15 - $50.23 $878,511 - $1.07 Million	21,349 New	21,349 $897,000

Others Institutions Holding SPHQ

# of Institutions

585

Shares Held

124M

Call Options Held

6.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

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