Number of Shares
151,381.00
Current Holdings Value*
$10.04 Mil
% of Portfolio
3.04%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
44.56%

Nikulski Financial, Inc.'s Invesco S&P 500 Quality ETF Holding Summary

As of 2025-03-31, Nikulski Financial, Inc. held 151,381.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $10.04 Mil. This investment constitutes 3.04% of their stock portfolio, and Nikulski Financial, 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 Nikulski Financial, Inc. has made 12 purchases of SPHQ, at an average price of $47.66, for a total of 171,173.00 shares. In addition, there have been 4 sales at an average price of $47.47 for 19,792.00 shares. Based on historical transaction data and SPHQ's current price of $71.70, Nikulski Financial, Inc.'s estimated gain on his SPHQ holdings is $3.64 Mil, reflecting a 44.56% gain to date.

Nikulski Financial, Inc. SPHQ ($71.70) Holding Chart

Nikulski Financial, Inc. SPHQ ($71.70) 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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