Sterling Group Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Sterling Group Wealth Management, LLC

  • $186 Million
  • Q1 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 398,055 shares of SPHQ stock, worth $26.3 Million. This represents 14.18% of its overall portfolio holdings.

Number of Shares
398,055
Previous 395,237 0.71%
Holding current value
$26.3 Million
Previous $26.5 Million 0.32%
% of portfolio
14.18%
Previous 13.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$65.27 - $71.18 $183,930 - $200,585
2,818 Added 0.71%
398,055 $26.4 Million
Q4 2024

Jan 17, 2025
BUY
$65.67 - $69.79 $575,728 - $611,848
8,767 Added 2.27%
395,237 $26.5 Million
Q3 2024

Oct 07, 2024
BUY
$61.47 - $67.36 $1.1 Million - $1.21 Million
17,891 Added 4.85%
386,470 $26 Million
Q2 2024

Jul 15, 2024
BUY
$57.33 - $65.34 $20.9 Million - $23.8 Million
364,812 Added 9684.42%
368,579 $23.4 Million
Q1 2024

Apr 15, 2024
SELL
$53.17 - $60.48 $18.9 Million - $21.5 Million
-354,739 Reduced 98.95%
3,767 $228 Million
Q4 2023

Jan 12, 2024
SELL
$47.93 - $54.22 $107,554 - $121,669
-2,244 Reduced 0.62%
358,506 $19.4 Billion
Q3 2023

Oct 11, 2023
SELL
$49.63 - $52.55 $3.48 Million - $3.69 Million
-70,139 Reduced 16.28%
360,750 $18.1 Billion
Q2 2023

Jul 06, 2023
BUY
$46.8 - $50.45 $8.09 Million - $8.72 Million
172,805 Added 66.96%
430,889 $21.7 Billion
Q1 2023

Apr 21, 2023
BUY
$43.64 - $47.32 $237,838 - $257,894
5,450 Added 2.16%
258,084 $12.2 Billion
Q4 2022

Feb 17, 2023
BUY
$40.0 - $46.54 $10.1 Million - $11.8 Million
252,634 New
252,634 $11.1 Billion

Others Institutions Holding SPHQ

# of Institutions
633
Shares Held
111M
Call Options Held
5.3K
Put Options Held
0
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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