Number of Shares
36,195.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
0.35%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
29.33%

Intrua Financial, LLC's Invesco S&P 500 Quality ETF Holding Summary

As of 2025-03-31, Intrua Financial, LLC held 36,195.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $2.40 Mil. This investment constitutes 0.35% of their stock portfolio, and Intrua Financial, LLC now holds 0.02% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.

The initial trade took place in 2023Q4. And since then Intrua Financial, LLC has made 2 purchases of SPHQ, at an average price of $51.63, for a total of 150,543.00 shares. In addition, there have been 4 sales at an average price of $65.37 for 114,348.00 shares. Based on historical transaction data and SPHQ's current price of $71.19, Intrua Financial, LLC's estimated gain on his SPHQ holdings is $2.28 Mil, reflecting a 29.33% gain to date.

Intrua Financial, LLC SPHQ ($71.19) Holding Chart

Intrua Financial, 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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