Cedar Mountain Advisors, LLC SPHQ Holdings History
Cedar Mountain Advisors, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Cedar Mountain Advisors, LLC held 167,418.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $11.11 Mil. This investment constitutes 2.49% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.09% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2021Q2. And since then Cedar Mountain Advisors, LLC has made 11 purchases of SPHQ, at an average price of $47.73, for a total of 197,889.00 shares. In addition, there have been 5 sales at an average price of $54.25 for 30,471.00 shares. Based on historical transaction data and SPHQ's current price of $71.00, Cedar Mountain Advisors, LLC's estimated gain on his SPHQ holdings is $4.09 Mil, reflecting a 43.35% gain to date.
Cedar Mountain Advisors, LLC SPHQ ($71.00) Holding Chart
Cedar Mountain Advisors, LLC SPHQ ($71.00) 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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