Lionshead Wealth Management, LLC SPHQ Holdings History
Lionshead Wealth Management, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Lionshead Wealth Management, LLC held 51,396.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $3.41 Mil. This investment constitutes 3.54% of their stock portfolio, and Lionshead Wealth Management, LLC now holds 0.03% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $68.50 for 16,508.00 shares. Based on historical transaction data and SPHQ's current price of $72.39, Lionshead Wealth Management, LLC's estimated gain on his SPHQ holdings is $246,105.16, reflecting a 5.34% gain to date.
Lionshead Wealth Management, LLC SPHQ ($72.39) Holding Chart
Lionshead Wealth Management, LLC SPHQ ($72.39) 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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