Milestone Investment Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 523,245 shares of SPHQ stock, worth $34.8 Million. This represents 10.03% of its overall portfolio holdings.

Number of Shares
523,245
Previous 609,368 14.13%
Holding current value
$34.8 Million
Previous $38.7 Million 9.09%
% of portfolio
10.03%
Previous 10.44%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$61.47 - $67.36 $5.29 Million - $5.8 Million
-86,123 Reduced 14.13%
523,245 $35.2 Million
Q2 2024

Aug 13, 2024
BUY
$57.33 - $65.34 $2.07 Million - $2.36 Million
36,146 Added 6.31%
609,368 $38.7 Million
Q1 2024

May 14, 2024
BUY
$53.17 - $60.48 $3.31 Million - $3.77 Million
62,303 Added 12.19%
573,222 $34.6 Million
Q4 2023

Feb 09, 2024
BUY
$47.93 - $54.22 $1.4 Million - $1.59 Million
29,298 Added 6.08%
510,919 $27.6 Million
Q3 2023

Nov 08, 2023
BUY
$49.63 - $52.55 $730,901 - $773,903
14,727 Added 3.15%
481,621 $24.1 Million
Q2 2023

Aug 02, 2023
BUY
$46.8 - $50.45 $7.59 Million - $8.18 Million
162,217 Added 53.24%
466,894 $23.6 Million
Q1 2023

May 16, 2023
BUY
$43.64 - $47.32 $336,115 - $364,458
7,702 Added 2.59%
304,677 $14.4 Million
Q4 2022

Mar 15, 2023
BUY
$40.0 - $46.54 $11.9 Million - $13.8 Million
296,975 New
296,975 $13.1 Billion

Others Institutions Holding SPHQ

# of Institutions
538
Shares Held
120M
Call Options Held
4.1K
Put Options Held
0
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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