SFMG, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, SFMG, LLC held 1.62 Mil shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $107.48 Mil. This investment constitutes 8.48% of their stock portfolio, and SFMG, LLC now holds 0.86% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2013Q4. And since then SFMG, LLC has made 13 purchases of SPHQ, at an average price of $28.88, for a total of 6.61 Mil shares. In addition, there have been 13 sales at an average price of $26.70 for 4.99 Mil shares. Based on historical transaction data and SPHQ's current price of $71.57, SFMG, LLC's estimated gain on his SPHQ holdings is $58.24 Mil, reflecting a 30.48% gain to date.
SFMG, LLC SPHQ ($71.57) Holding Chart
SFMG, LLC SPHQ ($71.57) 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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