Fulcrum Equity Management Invesco ETF Tr Ii S&P 500 High Transaction History

Fulcrum Equity Management

  • $95.5 Million
  • Q4 2024

A detailed history of Fulcrum Equity Management transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Fulcrum Equity Management holds 4,562 shares of SPHD stock, worth $226,548. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,562
Previous 4,910 7.09%
Holding current value
$226,548
Previous $248,000 11.29%
% of portfolio
0.23%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 24, 2025
SELL
$47.77 - $51.75 $16,623 - $18,009
-348 Reduced 7.09%
4,562 $220,000
Q3 2024

Nov 21, 2024
BUY
$44.07 - $50.57 $216,383 - $248,298
4,910 New
4,910 $248,000
Q2 2022

Jul 18, 2022
SELL
$42.25 - $49.24 $284,258 - $331,286
-6,728 Closed
0 $0
Q1 2022

Apr 15, 2022
BUY
$43.87 - $47.6 $295,157 - $320,252
6,728 New
6,728 $318,000

Others Institutions Holding SPHD

# of Institutions
389
Shares Held
24.2M
Call Options Held
47.6K
Put Options Held
19.1K
View Full List

About INVESCO ETF TR II S&P 500 HIGH

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