Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 100 shares of SPHD stock, worth $5,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 57,918 99.83%

Holding current value

$5,009

Previous $2.54 Million 99.84%

% of portfolio

0.0%

Previous 1.35%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$39.67 - $46.11 $2.29 Million - $2.67 Million	-57,818 Reduced 99.83%	100 $4,000
Q4 2022 Feb 13, 2023	BUY	$39.01 - $45.62 $97,329 - $113,821	2,495 Added 4.5%	57,918 $2.54 Million
Q3 2022 Nov 09, 2022	BUY	$39.11 - $47.13 $1.86 Million - $2.24 Million	47,451 Added 595.22%	55,423 $2.17 Million
Q2 2022 Aug 11, 2022	BUY	$42.25 - $49.24 $336,817 - $392,541	7,972 New	7,972 $352,000

Others Institutions Holding SPHD

# of Institutions

347

Shares Held

21.6M

Call Options Held

70.8K

Put Options Held

7.5K

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About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

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Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii S&P 500 High Transaction History