WCG Wealth Advisors LLC SPHQ Holdings History
WCG Wealth Advisors LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 193,081.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $12.81 Mil. This investment constitutes 0.98% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0.1% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 5 purchases of SPHQ, at an average price of $48.24, for a total of 1.16 Mil shares. In addition, there have been 6 sales at an average price of $54.57 for 965,429.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, WCG Wealth Advisors LLC's estimated gain on his SPHQ holdings is $10.58 Mil, reflecting a 18.94% gain to date.
WCG Wealth Advisors LLC SPHQ ($71.37) Holding Chart
WCG Wealth Advisors LLC 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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