Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 449,419 shares of SPHQ stock, worth $33 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

449,419

Previous 373,046 20.47%

Holding current value

$33 Million

Previous $27.3 Million 20.74%

% of portfolio

1.6%

Previous 1.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$72.21 - $75.0 $5.51 Million - $5.73 Million	76,373 Added 20.47%	449,419 $33 Million
Q3 2025 Oct 20, 2025	BUY	$70.77 - $73.59 $7.89 Million - $8.2 Million	111,493 Added 42.63%	373,046 $27.3 Million
Q2 2025 Jul 23, 2025	BUY	$59.24 - $71.39 $14.4 Million - $17.3 Million	242,383 Added 1264.39%	261,553 $18.6 Million
Q1 2025 May 14, 2025	BUY	$65.27 - $71.18 $1.25 Million - $1.36 Million	19,170 New	19,170 $1.27 Million

Others Institutions Holding SPHQ

# of Institutions

729

Shares Held

137M

Call Options Held

16.6K

Put Options Held

14.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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Sax Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History