Vigilant Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Vigilant Capital Management, LLC

$1.34 Billion
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 08, 2021	SELL	$48.36 - $51.19 $3,336 - $3,532	-69 Closed	0 $0
Q1 2021 Apr 16, 2021	BUY	$41.62 - $44.42 $2,871 - $3,064	69 New	69 $3,000

Others Institutions Holding SPHQ

# of Institutions

539

Shares Held

120M

Call Options Held

4.1K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$845 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$833 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$537 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$531 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$499 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Vigilant Capital Management, LLC with notifications on news.