Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 373,046 shares of SPHQ stock, worth $27.4 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
373,046
Previous 261,553 42.63%
Holding current value
$27.4 Million
Previous $18.6 Million 46.69%
% of portfolio
1.49%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$70.77 - $73.59 $7.89 Million - $8.2 Million
111,493 Added 42.63%
373,046 $27.3 Million
Q2 2025

Jul 23, 2025
BUY
$59.24 - $71.39 $14.4 Million - $17.3 Million
242,383 Added 1264.39%
261,553 $18.6 Million
Q1 2025

May 14, 2025
BUY
$65.27 - $71.18 $1.25 Million - $1.36 Million
19,170 New
19,170 $1.27 Million

Others Institutions Holding SPHQ

# of Institutions
728
Shares Held
138M
Call Options Held
16.6K
Put Options Held
14.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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