Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.82 Billion
Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,982 shares of SPHQ stock, worth $439,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,982

Previous 6,160 2.89%

Holding current value

$439,377

Previous $438,000 -0.0%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$70.77 - $73.59 $12,597 - $13,099	-178 Reduced 2.89%	5,982 $438,000
Q2 2025 Jul 24, 2025	SELL	$59.24 - $71.39 $723,438 - $871,814	-12,212 Reduced 66.47%	6,160 $438,000
Q1 2025 Apr 15, 2025	SELL	$65.27 - $71.18 $40,467 - $44,131	-620 Reduced 3.26%	18,372 $1.21 Million
Q4 2024 Jan 22, 2025	SELL	$65.67 - $69.79 $160,957 - $171,055	-2,451 Reduced 11.43%	18,992 $1.27 Million
Q3 2024 Oct 15, 2024	SELL	$61.47 - $67.36 $18,072 - $19,803	-294 Reduced 1.35%	21,443 $1.44 Million

Q2 2024 Aug 09, 2024	SELL	$57.33 - $65.34 $130,712 - $148,975	-2,280 Reduced 9.49%	21,737 $1.38 Million
Q1 2024 Apr 26, 2024	SELL	$53.17 - $60.48 $133,297 - $151,623	-2,507 Reduced 9.45%	24,017 $1.45 Million
Q4 2023 Feb 07, 2024	SELL	$47.93 - $54.22 $305,553 - $345,652	-6,375 Reduced 19.38%	26,524 $1.43 Million
Q3 2023 Oct 13, 2023	SELL	$49.63 - $52.55 $39,257 - $41,567	-791 Reduced 2.35%	32,899 $1.65 Million
Q2 2023 Aug 02, 2023	SELL	$46.8 - $50.45 $531,975 - $573,465	-11,367 Reduced 25.23%	33,690 $1.7 Million
Q1 2023 Apr 24, 2023	SELL	$43.64 - $47.32 $2.25 Million - $2.44 Million	-51,513 Reduced 53.34%	45,057 $2.13 Million
Q4 2022 Feb 07, 2023	BUY	$40.0 - $46.54 $3.86 Million - $4.49 Million	96,570 New	96,570 $4.25 Million

Others Institutions Holding SPHQ

# of Institutions

731

Shares Held

137M

Call Options Held

16.6K

Put Options Held

14.5K

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About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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Mc Kinley Carter Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History