Summit Financial, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$53.17 - $60.48 $737,361 - $838,736	13,868 New	13,868 $837,000

Others Institutions Holding SPHQ

# of Institutions

597

Shares Held

127M

Call Options Held

6.9K

Put Options Held

0

First Command Advisory Services, Inc.

12.4M
Shares

$870 Million
7.9% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$849 Million
0.27% of portfolio
Wealth Enhancement Advisory Services, LLC

7.84M
Shares

$548 Million
1.14% of portfolio
Lpl Financial LLC Fort Mill, SC

7.74M
Shares

$542 Million
0.24% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

7.67M
Shares

$537 Million
9.98% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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