Wealthspire Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 3,519 shares of SPHQ stock, worth $242,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,519

Previous 3,509 0.28%

Holding current value

$242,635

Previous $222,000 6.31%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.47 - $67.36 $614 - $673	10 Added 0.28%	3,519 $236,000
Q2 2024 Aug 08, 2024	BUY	$57.33 - $65.34 $573 - $653	10 Added 0.29%	3,509 $222,000
Q1 2024 May 06, 2024	BUY	$53.17 - $60.48 $186,041 - $211,619	3,499 New	3,499 $211,000
Q2 2023 Jul 31, 2023	BUY	$46.8 - $50.45 $6,411 - $6,911	137 Added 3.1%	4,550 $229,000
Q1 2023 May 09, 2023	BUY	$43.64 - $47.32 $192,583 - $208,823	4,413 New	4,413 $208,000
Q2 2022 Aug 09, 2022	SELL	$41.15 - $50.23 $190,565 - $232,615	-4,631 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$46.47 - $53.72 $697 - $805	15 Added 0.32%	4,631 $231,000
Q4 2021 Feb 14, 2022	BUY	$48.5 - $53.36 $679 - $747	14 Added 0.3%	4,616 $246,000
Q3 2021 Nov 15, 2021	BUY	$48.36 - $51.19 $725 - $767	15 Added 0.33%	4,602 $223,000
Q2 2021 Aug 13, 2021	SELL	$44.72 - $48.6 $357,178 - $388,168	-7,987 Reduced 63.52%	4,587 $223,000
Q1 2021 May 17, 2021	SELL	$41.62 - $44.42 $84,155 - $89,817	-2,022 Reduced 13.85%	12,574 $557,000
Q4 2020 Feb 16, 2021	BUY	$37.11 - $42.11 $244,777 - $277,757	6,596 Added 82.45%	14,596 $615,000
Q2 2020 Aug 14, 2020	BUY	$28.83 - $36.83 $230,640 - $294,640	8,000 New	8,000 $283,000

Others Institutions Holding SPHQ

# of Institutions

564

Shares Held

123M

Call Options Held

6.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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Wealthspire Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History