Affiance Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Affiance Financial, LLC

$414 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$46.47 - $53.72 $34,387 - $39,752	-740 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$32.51 - $36.68 $24,057 - $27,143	740 New	740 $27,000

Others Institutions Holding SPHQ

# of Institutions

571

Shares Held

124M

Call Options Held

6.9K

Put Options Held

0

First Command Advisory Services, Inc.

12.3M
Shares

$853 Million
8.0% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$841 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.84M
Shares

$543 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$536 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.67M
Shares

$531 Million
9.98% of portfolio

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 Affiance Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Affiance Financial, LLC with notifications on news.