Summit Trail Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Trail Advisors, LLC

  • $5.73 Billion
  • Q2 2025

A detailed history of Summit Trail Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,935 shares of SPHQ stock, worth $506,463. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,935
Previous 6,435 7.77%
Holding current value
$506,463
Previous $426,000 15.96%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$59.24 - $71.39 $29,620 - $35,695
500 Added 7.77%
6,935 $494,000
Q1 2025

Apr 28, 2025
BUY
$65.27 - $71.18 $224,202 - $244,503
3,435 Added 114.5%
6,435 $426,000
Q4 2024

Jan 29, 2025
BUY
$65.67 - $69.79 $197,010 - $209,370
3,000 New
3,000 $201,000

Others Institutions Holding SPHQ

# of Institutions
703
Shares Held
131M
Call Options Held
6.8K
Put Options Held
13.4K
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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