A detailed history of Steel Peak Wealth Management LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 21,806 shares of SPHD stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
21,806
Holding current value
$1.09 Million
% of portfolio
0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$44.07 - $50.57 $960,990 - $1.1 Million
21,806 New
21,806 $1.1 Million
Q4 2023

Jan 23, 2024

BUY
$37.32 - $42.67 $907,846 - $1.04 Million
24,326 Added 245.82%
34,222 $1.45 Million
Q3 2023

Nov 02, 2023

BUY
$39.08 - $42.63 $23,448 - $25,578
600 Added 6.45%
9,896 $387,000
Q2 2023

Aug 02, 2023

SELL
$39.2 - $42.8 $14,464 - $15,793
-369 Reduced 3.82%
9,296 $384,000
Q1 2023

May 05, 2023

SELL
$39.67 - $46.11 $994,328 - $1.16 Million
-25,065 Reduced 72.17%
9,665 $407,000
Q4 2022

Jan 25, 2023

BUY
$39.01 - $45.62 $968,033 - $1.13 Million
24,815 Added 250.28%
34,730 $0
Q3 2022

Oct 26, 2022

SELL
$39.11 - $47.13 $156,440 - $188,520
-4,000 Reduced 28.75%
9,915 $388,000
Q2 2022

Aug 02, 2022

BUY
$42.25 - $49.24 $12,252 - $14,279
290 Added 2.13%
13,915 $614,000
Q1 2022

May 10, 2022

SELL
$43.87 - $47.6 $214,963 - $233,240
-4,900 Reduced 26.45%
13,625 $643,000
Q4 2021

Jan 31, 2022

BUY
$41.55 - $45.28 $204,633 - $223,004
4,925 Added 36.21%
18,525 $839,000
Q1 2021

May 18, 2021

SELL
$37.05 - $43.11 $60,428 - $70,312
-1,631 Reduced 10.71%
13,600 $583,000
Q4 2020

Feb 04, 2021

BUY
$32.16 - $38.33 $489,828 - $583,804
15,231 New
15,231 $572,000
Q1 2020

Apr 16, 2020

SELL
$25.66 - $44.35 $1.57 Million - $2.71 Million
-61,115 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$40.96 - $44.03 $2.5 Million - $2.69 Million
61,115 New
61,115 $2.69 Million

Others Institutions Holding SPHD

About INVESCO ETF TR II S&P 500 HIGH


  • Ticker SPHD
  • Sector ETFs
  • Industry ETFs
More about SPHD
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