Rollins Financial Advisors, LLC SPHQ Holdings History
Rollins Financial Advisors, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Rollins Financial Advisors, LLC held 253,181.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $16.80 Mil. This investment constitutes 2.93% of their stock portfolio, and Rollins Financial Advisors, LLC now holds 0.13% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q4. And since then Rollins Financial Advisors, LLC has made 5 purchases of SPHQ, at an average price of $59.34, for a total of 253,181.00 shares. Based on historical transaction data and SPHQ's current price of $72.48, Rollins Financial Advisors, LLC's estimated gain on his SPHQ holdings is $3.33 Mil, reflecting a 22.14% gain to date.
Rollins Financial Advisors, LLC SPHQ ($72.48) Holding Chart
Rollins Financial Advisors, LLC SPHQ ($72.48) 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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