Liberty Wealth Management LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 04, 2020	SELL	$28.26 - $37.71 $6,556 - $8,748	-232 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$25.66 - $44.35 $5,953 - $10,289	232 New	232 $7,000

Others Institutions Holding SPHD

# of Institutions

383

Shares Held

22.1M

Call Options Held

27.4K

Put Options Held

9.3K

Morgan Stanley New York, NY

2.61M
Shares

$126 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.24M
Shares

$108 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.18M
Shares

$56.6 Million
0.0% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

929K
Shares

$44.7 Million
0.09% of portfolio
Franklin Resources Inc San Mateo, CA

716K
Shares

$34.5 Million
0.01% of portfolio

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
Sector ETFs
Industry ETFs

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