Alta Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Alta Wealth Advisors LLC

$226 Million
Q4 2024

A detailed history of Alta Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 9,605 shares of SPHQ stock, worth $667,547. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,605

Previous 9,415 2.02%

Holding current value

$667,547

Previous $633,000 1.58%

% of portfolio

0.28%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$65.67 - $69.79 $12,477 - $13,260	190 Added 2.02%	9,605 $643,000
Q3 2024 Oct 18, 2024	BUY	$61.47 - $67.36 $553 - $606	9 Added 0.1%	9,415 $633,000
Q2 2024 Jul 24, 2024	BUY	$57.33 - $65.34 $515 - $588	9 Added 0.1%	9,406 $597,000
Q1 2024 May 01, 2024	BUY	$53.17 - $60.48 $5,104 - $5,806	96 Added 1.03%	9,397 $567,000
Q4 2023 Feb 12, 2024	BUY	$47.93 - $54.22 $152,081 - $172,040	3,173 Added 51.78%	9,301 $502,000
Q3 2023 Oct 19, 2023	SELL	$49.63 - $52.55 $35,237 - $37,310	-710 Reduced 10.38%	6,128 $306,000
Q2 2023 Jul 17, 2023	SELL	$46.8 - $50.45 $5,943 - $6,407	-127 Reduced 1.82%	6,838 $344,000
Q4 2022 Jan 20, 2023	SELL	$40.0 - $46.54 $28,320 - $32,950	-708 Reduced 9.23%	6,965 $0
Q2 2022 Jul 28, 2022	BUY	$41.15 - $50.23 $4,156 - $5,073	101 Added 1.33%	7,673 $322,000
Q1 2022 Apr 27, 2022	BUY	$46.47 - $53.72 $8,039 - $9,293	173 Added 2.34%	7,572 $378,000
Q2 2021 Aug 02, 2021	BUY	$44.72 - $48.6 $330,883 - $359,591	7,399 New	7,399 $360,000

Others Institutions Holding SPHQ

# of Institutions

627

Shares Held

131M

Call Options Held

5.3K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

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Alta Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History