WETZEL INVESTMENT ADVISORS, INC. SPHQ Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s Invesco S&P 500 Quality ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 55,705.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $3.97 Mil. This investment constitutes 1.82% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0.03% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 4 purchases of SPHQ, at an average price of $64.93, for a total of 97,385.00 shares. In addition, there have been 2 sales at an average price of $67.65 for 41,680.00 shares. Based on historical transaction data and SPHQ's current price of $71.37, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his SPHQ holdings is $472,531.91, reflecting a 7.47% gain to date.
WETZEL INVESTMENT ADVISORS, INC. SPHQ ($71.37) Holding Chart
WETZEL INVESTMENT ADVISORS, 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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