True North Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

True North Advisors, LLC

$616 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$65.27 - $71.18 $409,765 - $446,868	6,278 New	6,278 $416,000

Others Institutions Holding SPHQ

# of Institutions

729

Shares Held

137M

Call Options Held

16.6K

Put Options Held

14.5K

Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$963 Million
0.3% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.78M
Shares

$645 Million
0.16% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

8.41M
Shares

$618 Million
9.77% of portfolio
Wealth Enhancement Advisory Services, LLC

7.92M
Shares

$581 Million
0.89% of portfolio
Morgan Stanley New York, NY

6.14M
Shares

$451 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPHQ
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