Wealth Management Resources, Inc. Invesco Exchange Traded Fd Tr Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

A detailed history of Wealth Management Resources, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 502,362 shares of SPHQ stock, worth $34.9 Million. This represents 12.43% of its overall portfolio holdings.

Number of Shares

502,362

Previous 215,971 132.61%

Holding current value

$34.9 Million

Previous $14.5 Million 131.78%

% of portfolio

12.43%

Previous 5.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$65.67 - $69.79 $18.8 Million - $20 Million	286,391 Added 132.61%	502,362 $33.7 Million
Q3 2024 Oct 31, 2024	BUY	$61.47 - $67.36 $577,387 - $632,712	9,393 Added 4.55%	215,971 $14.5 Million
Q2 2024 Jul 17, 2024	BUY	$57.33 - $65.34 $1.72 Million - $1.96 Million	30,068 Added 17.03%	206,578 $13.1 Million
Q1 2024 Apr 19, 2024	BUY	$53.17 - $60.48 $1.22 Million - $1.39 Million	22,960 Added 14.95%	176,510 $10.7 Million
Q4 2023 Jan 19, 2024	BUY	$47.93 - $54.22 $2.09 Million - $2.36 Million	43,579 Added 39.63%	153,550 $8.3 Million
Q3 2023 Oct 24, 2023	SELL	$49.63 - $52.55 $31.3 Million - $33.2 Million	-631,446 Reduced 85.17%	109,971 $5.5 Million
Q2 2023 Jul 11, 2023	BUY	$46.8 - $50.45 $13.3 Million - $14.4 Million	284,908 Added 62.41%	741,417 $37.4 Million
Q1 2023 Apr 10, 2023	BUY	$43.64 - $47.32 $17.9 Million - $19.4 Million	409,496 Added 871.03%	456,509 $21.6 Million
Q4 2022 Jan 17, 2023	BUY	$40.0 - $46.54 $159,800 - $185,927	3,995 Added 9.29%	47,013 $0
Q3 2022 Oct 13, 2022	BUY	$39.74 - $47.08 $323,006 - $382,666	8,128 Added 23.3%	43,018 $1.71 Million
Q2 2022 Jul 22, 2022	BUY	$41.15 - $50.23 $120,075 - $146,571	2,918 Added 9.13%	34,890 $1.47 Million
Q1 2022 Apr 20, 2022	BUY	$46.47 - $53.72 $94,287 - $108,997	2,029 Added 6.78%	31,972 $1.6 Million
Q4 2021 Feb 10, 2022	BUY	$48.5 - $53.36 $1.45 Million - $1.6 Million	29,943 New	29,943 $1.59 Million

Others Institutions Holding SPHQ

# of Institutions

584

Shares Held

124M

Call Options Held

6.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
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Wealth Management Resources, Inc. Invesco Exchange Traded Fd Tr Transaction History