CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPHQ Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 7.72 Mil shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $512.41 Mil. This investment constitutes 9.56% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 4.2% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 9 purchases of SPHQ, at an average price of $53.68, for a total of 7.72 Mil shares. Based on historical transaction data and SPHQ's current price of $71.19, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his SPHQ holdings is $135.26 Mil, reflecting a 32.62% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPHQ ($71.19) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC SPHQ ($71.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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