Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 8,259 shares of SPHQ stock, worth $574,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,259

Previous 8,218 0.5%

Holding current value

$574,000

Previous $552,000 0.18%

% of portfolio

0.0%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$65.67 - $69.79 $2,692 - $2,861	41 Added 0.5%	8,259 $553,000
Q3 2024 Oct 21, 2024	BUY	$61.47 - $67.36 $614 - $673	10 Added 0.12%	8,218 $552,000
Q2 2024 Jul 15, 2024	BUY	$57.33 - $65.34 $573 - $653	10 Added 0.12%	8,208 $521,000
Q1 2024 Apr 30, 2024	SELL	$53.17 - $60.48 $28,020 - $31,872	-527 Reduced 6.04%	8,198 $495,000
Q4 2023 Jan 25, 2024	BUY	$47.93 - $54.22 $136,696 - $154,635	2,852 Added 48.56%	8,725 $471,000
Q3 2023 Nov 08, 2023	BUY	$49.63 - $52.55 $8,536 - $9,038	172 Added 3.02%	5,873 $293,000
Q2 2023 Aug 08, 2023	BUY	$46.8 - $50.45 $15,490 - $16,698	331 Added 6.16%	5,701 $287,000
Q1 2023 Apr 24, 2023	BUY	$43.64 - $47.32 $234,346 - $254,108	5,370 New	5,370 $254,000

Others Institutions Holding SPHQ

# of Institutions

627

Shares Held

131M

Call Options Held

5.3K

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
Sector ETFs
Industry ETFs

More about SPHQ

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Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History