Kovitz Investment Group Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,196,553 shares of SPHQ stock, worth $87.9 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,196,553
Previous 1,516,681 21.11%
Holding current value
$87.9 Million
Previous $108 Million 18.86%
% of portfolio
0.37%
Previous 0.5%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$70.77 - $73.59 $22.7 Million - $23.6 Million
-320,128 Reduced 21.11%
1,196,553 $87.7 Million
Q2 2025

Aug 14, 2025
BUY
$59.24 - $71.39 $6.32 Million - $7.61 Million
106,620 Added 7.56%
1,516,681 $108 Million
Q1 2025

May 13, 2025
SELL
$65.27 - $71.18 $32.3 Million - $35.3 Million
-495,512 Reduced 26.0%
1,410,061 $93.5 Million
Q4 2024

Aug 25, 2025
BUY
$65.67 - $69.79 $25.5 Million - $27.1 Million
388,892 Added 25.64%
1,905,573 $128 Million
Q4 2024

Feb 14, 2025
SELL
$65.67 - $69.79 $12.4 Million - $13.1 Million
-188,114 Reduced 8.98%
1,905,573 $128 Million
Q3 2024

Nov 14, 2024
BUY
$61.47 - $67.36 $12.1 Million - $13.3 Million
197,353 Added 10.41%
2,093,687 $141 Million
Q2 2024

Aug 14, 2024
BUY
$57.33 - $65.34 $109 Million - $124 Million
1,896,334 New
1,896,334 $120 Million

Others Institutions Holding SPHQ

# of Institutions
731
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email