Accel Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	BUY	$44.72 - $48.6 $9,614 - $10,449	215 Added 63.61%	553 $27,000
Q1 2021 May 10, 2021	BUY	$41.62 - $44.42 $14,067 - $15,013	338 New	338 $15,000

Others Institutions Holding SPHQ

# of Institutions

564

Shares Held

123M

Call Options Held

6.9K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$844 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$832 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.83M
Shares

$537 Million
1.19% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$530 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.28M
Shares

$499 Million
11.31% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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