Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 17,122 shares of SPHQ stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,122
Previous 9,906 72.84%
Holding current value
$1.26 Million
Previous $657,000 85.69%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$59.24 - $71.39 $427,475 - $515,150
7,216 Added 72.84%
17,122 $1.22 Million
Q1 2025

May 14, 2025
BUY
$65.27 - $71.18 $646,564 - $705,109
9,906 New
9,906 $657,000

Others Institutions Holding SPHQ

# of Institutions
728
Shares Held
137M
Call Options Held
16.6K
Put Options Held
14.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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