Prevail Innovative Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Prevail Innovative Wealth Advisors, LLC

$345 Billion
Q4 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 60,635 shares of SPHQ stock, worth $4.27 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

60,635

Previous 42,632 42.23%

Holding current value

$4.27 Million

Previous $2.87 Billion 41.72%

% of portfolio

1.18%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$65.67 - $69.79 $1.18 Million - $1.26 Million	18,003 Added 42.23%	60,635 $4.06 Billion
Q3 2024 Nov 13, 2024	SELL	$61.47 - $67.36 $173,837 - $190,494	-2,828 Reduced 6.22%	42,632 $2.87 Billion
Q2 2024 Aug 08, 2024	BUY	$57.33 - $65.34 $236,084 - $269,070	4,118 Added 9.96%	45,460 $2.89 Billion
Q1 2024 May 09, 2024	BUY	$53.17 - $60.48 $424,668 - $483,053	7,987 Added 23.95%	41,342 $2.5 Billion
Q4 2023 Feb 13, 2024	BUY	$47.93 - $54.22 $51,524 - $58,286	1,075 Added 3.33%	33,355 $1.8 Billion
Q3 2023 Nov 14, 2023	SELL	$49.63 - $52.55 $1.27 Million - $1.34 Million	-25,509 Reduced 44.14%	32,280 $1.62 Billion
Q2 2023 Aug 15, 2023	BUY	$46.8 - $50.45 $2.7 Million - $2.92 Million	57,789 New	57,789 $2.92 Billion

Others Institutions Holding SPHQ

# of Institutions

608

Shares Held

130M

Call Options Held

6.9K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Account

Prevail Innovative Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History