Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

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 446,061 shares of SPHQ stock, worth $29.5 Million. This represents 22.75% of its overall portfolio holdings.

Number of Shares

446,061

Previous 445,157 0.2%

Holding current value

$29.5 Million

Previous $29.9 Billion 0.15%

% of portfolio

22.75%

Previous 21.43%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

635

Shares Held

113M

Call Options Held

5.3K

Put Options Held

View Full List

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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Account

Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History