WIN ADVISORS, INC SPHQ Holdings History

Number of Shares
141,512.00
Current Holdings Value*
$9.39 Mil
% of Portfolio
4.82%
Total Estimate Gain
$-767,858.59
% of Total Estimate Gain
-1.70%

WIN ADVISORS, INC's Invesco S&P 500 Quality ETF Holding Summary

As of 2025-03-31, WIN ADVISORS, INC held 141,512.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $9.39 Mil. This investment constitutes 4.82% of their stock portfolio, and WIN ADVISORS, INC now holds 0.08% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.

The initial trade took place in 2021Q4. And since then WIN ADVISORS, INC has made 5 purchases of SPHQ, at an average price of $54.89, for a total of 820,929.00 shares. In addition, there have been 6 sales at an average price of $50.36 for 679,417.00 shares. Based on historical transaction data and SPHQ's current price of $71.19, WIN ADVISORS, INC's estimated gain on his SPHQ holdings is $-767,858.59, reflecting a -1.70% gain to date.

WIN ADVISORS, INC SPHQ ($71.19) Holding Chart

WIN ADVISORS, INC SPHQ ($71.19) 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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