Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

$164 Billion
Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 432,589 shares of SPHQ stock, worth $31.4 Million. This represents 18.84% of its overall portfolio holdings.

Number of Shares

432,589

Previous 373,121 15.94%

Holding current value

$31.4 Million

Previous $24.8 Billion 24.54%

% of portfolio

18.84%

Previous 18.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$59.24 - $71.39 $3.52 Million - $4.25 Million	59,468 Added 15.94%	432,589 $30.8 Billion
Q1 2025 Aug 14, 2025	SELL	$65.27 - $71.18 $4.76 Million - $5.19 Million	-72,940 Reduced 16.35%	373,121 $24.8 Billion
Q4 2024 Feb 14, 2025	BUY	$65.67 - $69.79 $59,365 - $63,090	904 Added 0.2%	446,061 $29.9 Billion
Q3 2024 Nov 07, 2024	BUY	$61.47 - $67.36 $1.26 Million - $1.38 Million	20,466 Added 4.82%	445,157 $29.9 Billion
Q2 2024 Aug 13, 2024	BUY	$57.33 - $65.34 $802,218 - $914,302	13,993 Added 3.41%	424,691 $27 Billion
Q1 2024 May 14, 2024	BUY	$53.17 - $60.48 $1.3 Million - $1.48 Million	24,444 Added 6.33%	410,698 $24.8 Billion
Q4 2023 Feb 14, 2024	BUY	$47.93 - $54.22 $18.5 Million - $20.9 Million	386,254 New	386,254 $20.9 Billion

Others Institutions Holding SPHQ

# of Institutions

708

Shares Held

130M

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

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Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History