Davidson Capital Management Inc. SPHQ Holdings History
Davidson Capital Management Inc.'s Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Davidson Capital Management Inc. held 605,951.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $40.20 Mil. This investment constitutes 10.9% of their stock portfolio, and Davidson Capital Management Inc. now holds 0.33% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q4. And since then Davidson Capital Management Inc. has made 5 purchases of SPHQ, at an average price of $57.08, for a total of 835,218.00 shares. In addition, there have been 1 sales at an average price of $68.50 for 229,267.00 shares. Based on historical transaction data and SPHQ's current price of $70.27, Davidson Capital Management Inc.'s estimated gain on his SPHQ holdings is $10.61 Mil, reflecting a 22.26% gain to date.
Davidson Capital Management Inc. SPHQ ($70.27) Holding Chart
Davidson Capital Management Inc. SPHQ ($70.27) 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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