Waterloo Capital, L.P. Invesco Exchange Traded Fd Tr Transaction History

Waterloo Capital, L.P.

$833 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$43.64 - $47.32 $513,599 - $556,909	-11,769 Closed	0 $0
Q1 2020 Jun 01, 2020	BUY	$25.73 - $37.86 $302,816 - $445,574	11,769 New	11,769 $352,000

Others Institutions Holding SPHQ

# of Institutions

537

Shares Held

119M

Call Options Held

4.1K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$841 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$829 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$535 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.6M
Shares

$519 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$497 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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