Schwallier Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 407,990 shares of SPHQ stock, worth $30 Million. This represents 18.67% of its overall portfolio holdings.

Number of Shares
407,990
Previous 432,589 5.69%
Holding current value
$30 Million
Previous $30.8 Billion 3.0%
% of portfolio
18.67%
Previous 18.84%

Shares

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

Nov 14, 2025
SELL
$70.77 - $73.59 $1.74 Million - $1.81 Million
-24,599 Reduced 5.69%
407,990 $29.9 Billion
Q2 2025

Aug 14, 2025
BUY
$59.24 - $71.39 $3.52 Million - $4.25 Million
59,468 Added 15.94%
432,589 $30.8 Billion
Q1 2025

Aug 14, 2025
SELL
$65.27 - $71.18 $4.76 Million - $5.19 Million
-72,940 Reduced 16.35%
373,121 $24.8 Billion
Q4 2024

Feb 14, 2025
BUY
$65.67 - $69.79 $59,365 - $63,090
904 Added 0.2%
446,061 $29.9 Billion
Q3 2024

Nov 07, 2024
BUY
$61.47 - $67.36 $1.26 Million - $1.38 Million
20,466 Added 4.82%
445,157 $29.9 Billion
Q2 2024

Aug 13, 2024
BUY
$57.33 - $65.34 $802,218 - $914,302
13,993 Added 3.41%
424,691 $27 Billion
Q1 2024

May 14, 2024
BUY
$53.17 - $60.48 $1.3 Million - $1.48 Million
24,444 Added 6.33%
410,698 $24.8 Billion
Q4 2023

Feb 14, 2024
BUY
$47.93 - $54.22 $18.5 Million - $20.9 Million
386,254 New
386,254 $20.9 Billion

Others Institutions Holding SPHQ

# of Institutions
730
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
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