Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History

Wetherby Asset Management Inc

$2.38 Billion
Q3 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 6,108 shares of SPHQ stock, worth $448,632. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,108

Previous 6,104 0.07%

Holding current value

$448,632

Previous $434,000 3.0%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$70.77 - $73.59 $283 - $294	4 Added 0.07%	6,108 $447,000
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

730

Shares Held

137M

Call Options Held

16.6K

Put Options Held

14.5K

View Full List

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 Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Account

Wetherby Asset Management Inc Invesco Exchange Traded Fd Tr Transaction History