Steel Peak Wealth Management LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Steel Peak Wealth Management LLC

$2.87 Billion
Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 140,236 shares of SPHD stock, worth $6.75 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

140,236

Previous 11,450 1124.77%

Holding current value

$6.75 Million

Previous $566,000 1092.4%

% of portfolio

0.24%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$46.96 - $49.73 $6.05 Million - $6.4 Million	128,786 Added 1124.77%	140,236 $6.75 Million
Q3 2025 Oct 21, 2025	SELL	$47.56 - $49.7 $434,365 - $453,910	-9,133 Reduced 44.37%	11,450 $566,000
Q2 2025 Jul 22, 2025	SELL	$44.37 - $50.04 $1.14 Million - $1.28 Million	-25,653 Reduced 55.48%	20,583 $978,000
Q1 2025 Apr 30, 2025	SELL	$47.08 - $50.67 $1.35 Million - $1.45 Million	-28,670 Reduced 38.27%	46,236 $2.32 Million
Q4 2024 Jan 22, 2025	BUY	$47.77 - $51.75 $2.54 Million - $2.75 Million	53,100 Added 243.51%	74,906 $3.62 Million

Q3 2024 Oct 25, 2024	BUY	$44.07 - $50.57 $960,990 - $1.1 Million	21,806 New	21,806 $1.1 Million
Q4 2023 Jan 23, 2024	BUY	$37.32 - $42.67 $907,846 - $1.04 Million	24,326 Added 245.82%	34,222 $1.45 Million
Q3 2023 Nov 02, 2023	BUY	$39.08 - $42.63 $23,448 - $25,578	600 Added 6.45%	9,896 $387,000
Q2 2023 Aug 02, 2023	SELL	$39.2 - $42.8 $14,464 - $15,793	-369 Reduced 3.82%	9,296 $384,000
Q1 2023 May 05, 2023	SELL	$39.67 - $46.11 $994,328 - $1.16 Million	-25,065 Reduced 72.17%	9,665 $407,000
Q4 2022 Jan 25, 2023	BUY	$39.01 - $45.62 $968,033 - $1.13 Million	24,815 Added 250.28%	34,730 $0
Q3 2022 Oct 26, 2022	SELL	$39.11 - $47.13 $156,440 - $188,520	-4,000 Reduced 28.75%	9,915 $388,000
Q2 2022 Aug 02, 2022	BUY	$42.25 - $49.24 $12,252 - $14,279	290 Added 2.13%	13,915 $614,000
Q1 2022 May 10, 2022	SELL	$43.87 - $47.6 $214,963 - $233,240	-4,900 Reduced 26.45%	13,625 $643,000
Q4 2021 Jan 31, 2022	BUY	$41.55 - $45.28 $204,633 - $223,004	4,925 Added 36.21%	18,525 $839,000
Q1 2021 May 18, 2021	SELL	$37.05 - $43.11 $60,428 - $70,312	-1,631 Reduced 10.71%	13,600 $583,000
Q4 2020 Feb 04, 2021	BUY	$32.16 - $38.33 $489,828 - $583,804	15,231 New	15,231 $572,000
Q1 2020 Apr 16, 2020	SELL	$25.66 - $44.35 $1.57 Million - $2.71 Million	-61,115 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$40.96 - $44.03 $2.5 Million - $2.69 Million	61,115 New	61,115 $2.69 Million

Others Institutions Holding SPHD

# of Institutions

382

Shares Held

22.3M

Call Options Held

27.4K

Put Options Held

9.3K

View Full List

About INVESCO ETF TR II S&P 500 HIGH

Ticker SPHD
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Steel Peak Wealth Management LLC Invesco ETF Tr Ii S&P 500 High Transaction History