Sterling Financial Group, Inc. SPHQ Holdings History
Number of Shares
522,195.00
Current Holdings Value*
$37.21 Mil
% of Portfolio
12.49%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
5.56%
Sterling Financial Group, Inc.'s Invesco S&P 500 Quality ETF Holding Summary
As of 2025-06-30, Sterling Financial Group, Inc. held 522,195.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $37.21 Mil. This investment constitutes 12.49% of their stock portfolio, and Sterling Financial Group, Inc. now holds 0.26% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2025Q2. And since then Sterling Financial Group, Inc. has made 1 purchases of SPHQ, at an average price of $67.61, for a total of 522,195.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, Sterling Financial Group, Inc.'s estimated gain on his SPHQ holdings is $1.96 Mil, reflecting a 5.56% gain to date.
Sterling Financial Group, Inc. SPHQ ($71.37) Holding Chart
Sterling Financial Group, Inc. 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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