Chicago Wealth Management, Inc. SPHQ Holdings History
Chicago Wealth Management, Inc.'s Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 156,615.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $10.39 Mil. This investment constitutes 5.44% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.08% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2021Q2. And since then Chicago Wealth Management, Inc. has made 9 purchases of SPHQ, at an average price of $51.36, for a total of 188,843.00 shares. In addition, there have been 3 sales at an average price of $46.96 for 32,228.00 shares. Based on historical transaction data and SPHQ's current price of $72.76, Chicago Wealth Management, Inc.'s estimated gain on his SPHQ holdings is $3.21 Mil, reflecting a 33.09% gain to date.
Chicago Wealth Management, Inc. SPHQ ($72.76) Holding Chart
Chicago Wealth Management, Inc. SPHQ ($72.76) 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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