Warren Averett Asset Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,886 shares of SPHQ stock, worth $432,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,886
Previous 4,242 38.76%
Holding current value
$432,326
Previous $302,000 42.72%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$70.77 - $73.59 $116,345 - $120,981
1,644 Added 38.76%
5,886 $431,000
Q2 2025

Aug 14, 2025
BUY
$59.24 - $71.39 $2,488 - $2,998
42 Added 1.0%
4,242 $302,000
Q1 2025

May 15, 2025
BUY
$65.27 - $71.18 $274,134 - $298,956
4,200 New
4,200 $278,000

Others Institutions Holding SPHQ

# of Institutions
729
Shares Held
137M
Call Options Held
16.6K
Put Options Held
14.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPHQ Quotes by TradingView
  • Ticker SPHQ
  • Sector ETFs
  • Industry ETFs
More about SPHQ
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