SHEETS SMITH WEALTH MANAGEMENT SPHQ Holdings History
SHEETS SMITH WEALTH MANAGEMENT's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 20,298.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $1.45 Mil. This investment constitutes 0.17% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 3 purchases of SPHQ, at an average price of $66.90, for a total of 24,694.00 shares. In addition, there have been 2 sales at an average price of $64.17 for 4,396.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his SPHQ holdings is $78,698.16, reflecting a 4.76% gain to date.
SHEETS SMITH WEALTH MANAGEMENT SPHQ ($71.37) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT SPHQ ($71.37) 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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