Cresta Advisors, Ltd. SPHQ Holdings History
Cresta Advisors, Ltd.'s Invesco S&P 500 Quality ETF Holding Summary
As of 2025-06-30, Cresta Advisors, Ltd. held 212,780.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $15.16 Mil. This investment constitutes 7.39% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0.11% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q2. And since then Cresta Advisors, Ltd. has made 7 purchases of SPHQ, at an average price of $55.90, for a total of 214,732.00 shares. In addition, there have been 1 sales at an average price of $60.96 for 1,952.00 shares. Based on historical transaction data and SPHQ's current price of $71.30, Cresta Advisors, Ltd.'s estimated gain on his SPHQ holdings is $3.29 Mil, reflecting a 27.38% gain to date.
Cresta Advisors, Ltd. SPHQ ($71.30) Holding Chart
Cresta Advisors, Ltd. SPHQ ($71.30) 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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