Balanced Rock Investment Advisor Invesco Exchange Traded Fd Tr Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 2025
A detailed history of Balanced Rock Investment Advisor transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 64,193 shares of SPHQ stock, worth $4.71 Million. This represents 3.44% of its overall portfolio holdings.
Number of Shares
64,193
Previous 61,782
3.9%
Holding current value
$4.71 Million
Previous $4.4 Billion
6.86%
% of portfolio
3.44%
Previous 3.45%
Shares
2 transactions
Others Institutions Holding SPHQ
# of Institutions
730Shares Held
137MCall Options Held
16.6KPut Options Held
14.5K-
Lpl Financial LLC Fort Mill, SC13.1MShares$963 Million0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$645 Million0.16% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC8.41MShares$618 Million9.77% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.66MShares$563 Million0.92% of portfolio
-
Morgan Stanley New York, NY6.14MShares$451 Million0.03% of portfolio