Nikulski Financial, Inc. SPHQ Holdings History
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 $72.31, Nikulski Financial, Inc.'s estimated gain on his SPHQ holdings is $3.73 Mil, reflecting a 45.70% gain to date.
Nikulski Financial, Inc. SPHQ ($72.31) Holding Chart
Nikulski Financial, Inc. SPHQ ($72.31) 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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