Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History

Wetherby Asset Management Inc

  • $2.19 Billion
  • Q2 2025

A detailed history of Wetherby Asset Management Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,104 shares of SPHQ stock, worth $445,775. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,104
Previous 4,830 26.38%
Holding current value
$445,775
Previous $323,000 34.37%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 14, 2025
BUY
$59.24 - $71.39 $75,471 - $90,950
1,274 Added 26.38%
6,104 $434,000
Q4 2024

Feb 14, 2025
SELL
$65.67 - $69.79 $853 - $907
-13 Reduced 0.27%
4,830 $323,000
Q2 2024

Aug 14, 2024
SELL
$57.33 - $65.34 $171 - $196
-3 Reduced 0.06%
4,843 $307,000
Q1 2024

May 15, 2024
SELL
$53.17 - $60.48 $106 - $120
-2 Reduced 0.04%
4,846 $292,000
Q4 2023

Feb 14, 2024
BUY
$47.93 - $54.22 $232,364 - $262,858
4,848 New
4,848 $262,000

Others Institutions Holding SPHQ

# of Institutions
704
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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