Sheets Smith Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$49.63 - $52.55 $55,188 - $58,435	1,112 New	1,112 $55,000

Others Institutions Holding SPHQ

# of Institutions

563

Shares Held

123M

Call Options Held

6.9K

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

7.74M
Shares

$528 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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