Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

A detailed history of Spire Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Spire Wealth Management holds 15,432 shares of PHO stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,432

Previous 15,131 1.99%

Holding current value

$1.1 Million

Previous $1.09 Million 1.1%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$71.1 - $74.61 $21,401 - $22,457	301 Added 1.99%	15,432 $1.1 Million
Q3 2025 Oct 23, 2025	SELL	$69.62 - $73.99 $20,886 - $22,197	-300 Reduced 1.94%	15,131 $1.09 Million
Q2 2025 Aug 04, 2025	SELL	$58.13 - $69.92 $38,888 - $46,776	-669 Reduced 4.16%	15,431 $1.08 Million
Q1 2025 Apr 23, 2025	BUY	$63.77 - $68.75 $2,614 - $2,818	41 Added 0.26%	16,100 $1.04 Million
Q4 2024 Jan 24, 2025	BUY	$65.79 - $72.14 $65 - $72	1 Added 0.01%	16,059 $1.06 Million

Q3 2024 Oct 15, 2024	SELL	$63.82 - $70.54 $3,829 - $4,232	-60 Reduced 0.37%	16,058 $1.13 Million
Q2 2024 Jul 31, 2024	SELL	$63.04 - $68.93 $29,817 - $32,603	-473 Reduced 2.85%	16,118 $1.05 Million
Q1 2024 Apr 24, 2024	BUY	$58.49 - $66.57 $17,605 - $20,037	301 Added 1.85%	16,591 $1.1 Million
Q4 2023 Feb 06, 2024	SELL	$49.77 - $61.28 $14,831 - $18,261	-298 Reduced 1.8%	16,290 $991,000
Q3 2023 Nov 08, 2023	BUY	$52.79 - $58.32 $11,138 - $12,305	211 Added 1.29%	16,588 $882,000
Q2 2023 Aug 09, 2023	BUY	$51.27 - $56.39 $51 - $56	1 Added 0.01%	16,377 $923,000
Q1 2023 May 09, 2023	BUY	$50.61 - $55.5 $86,644 - $95,016	1,712 Added 11.67%	16,376 $873,000
Q4 2022 Feb 03, 2023	BUY	$45.7 - $53.8 $137 - $161	3 Added 0.02%	14,664 $756,000
Q3 2022 Nov 07, 2022	SELL	$45.75 - $54.57 $112,087 - $133,696	-2,450 Reduced 14.32%	14,661 $671,000
Q2 2022 Jul 22, 2022	SELL	$43.41 - $53.73 $99,105 - $122,665	-2,283 Reduced 11.77%	17,111 $791,000
Q1 2022 Apr 18, 2022	BUY	$49.6 - $59.81 $5,257 - $6,339	106 Added 0.55%	19,394 $1.03 Million
Q4 2021 Jan 14, 2022	SELL	$54.71 - $60.84 $98,806 - $109,877	-1,806 Reduced 8.56%	19,288 $1.17 Million
Q3 2021 Oct 22, 2021	BUY	$53.8 - $59.62 $22,703 - $25,159	422 Added 2.04%	21,094 $1.15 Million
Q2 2021 Jul 26, 2021	SELL	$49.88 - $53.52 $13,766 - $14,771	-276 Reduced 1.32%	20,672 $1.11 Million
Q1 2021 May 21, 2021	BUY	$45.75 - $49.43 $958,371 - $1.04 Million	20,948 New	20,948 $1.04 Million

Others Institutions Holding PHO

# of Institutions

433

Shares Held

13.2M

Call Options Held

5.1K

Put Options Held

8.8K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PHO
Sector ETFs
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Spire Wealth Management Invesco Exchange Traded Fd Tr Transaction History