A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 363 shares of SPHQ stock, worth $25,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares
363
Previous 362 0.28%
Holding current value
$25,217
Previous $23,000 4.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$61.47 - $67.36 $61 - $67
1 Added 0.28%
363 $24,000
Q2 2024

Jul 08, 2024

SELL
$57.33 - $65.34 $12,841 - $14,636
-224 Reduced 38.23%
362 $23,000
Q1 2024

Apr 23, 2024

BUY
$53.17 - $60.48 $31,157 - $35,441
586 New
586 $35,000

Others Institutions Holding SPHQ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.