Bnc Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Bnc Wealth Management, LLC

$266 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$37.11 - $42.11 $20,410 - $23,160	-550 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$35.48 - $40.83 $19,514 - $22,456	550 New	550 $21,000

Others Institutions Holding SPHQ

# of Institutions

625

Shares Held

131M

Call Options Held

5.3K

Put Options Held

0

First Command Advisory Services, Inc.

12.4M
Shares

$793 Million
7.9% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$782 Million
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

8.72M
Shares

$556 Million
0.25% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.72M
Shares

$493 Million
9.57% of portfolio
Wealth Enhancement Advisory Services, LLC

7.64M
Shares

$487 Million
1.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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