Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
15KNew |
$697K - $806K
|
15K
$1.03M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
14.7KNew |
$683K - $790K
|
14.7K
$1.01M
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
14.3K+ 34.04% |
$665K - $769K
|
56.3K
$3.88M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
14.1K+ 5.43% |
$655K - $757K
|
274K
$18.9M
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.5K+ 232.95% |
$626K - $724K
|
19.3K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
13.5K+ 29.64% |
$626K - $723K
|
58.9K
$4.06M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
13K+ 8.9% |
$603K - $697K
|
159K
$11M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.2K+ 8.56% |
$522K - $603K
|
142K
$9.82M
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
11.2K+ 2.99% |
$520K - $601K
|
385K
$26.5M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$490K - $566K
|
10.5K
$727K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.71K+ 0.99% |
$451K - $521K
|
994K
$68.6M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.48K+ 9.42% |
$440K - $509K
|
110K
$7.59M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9.17K+ 55.28% |
$426K - $493K
|
25.8K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.01K+ 345.28% |
$418K - $484K
|
11.6K
$801K
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
8.59K+ 224.77% |
$399K - $462K
|
12.4K
$856K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.33K+ 4.28% |
$387K - $447K
|
203K
$14M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.24K+ 4.28% |
$383K - $443K
|
201K
$13.9M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.06K+ 0.69% |
$374K - $433K
|
1.17M
$80.6M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.97KNew |
$370K - $428K
|
7.97K
$549K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.26K+ 3.73% |
$338K - $390K
|
202K
$13.9M
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7K+ 99.54% |
$325K - $376K
|
14K
$967K
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.9KNew |
$320K - $370K
|
6.9K
$475K
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6.7KNew |
$311K - $360K
|
6.7K
$462K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.66KNew |
$310K - $358K
|
6.66K
$459K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6.56K+ 152.5% |
$305K - $353K
|
10.9K
$749K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.11K+ 9.39% |
$284K - $328K
|
71.2K
$4.91M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
6.04K+ 0.52% |
$281K - $324K
|
1.16M
$80.1M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.01K+ 29.5% |
$279K - $323K
|
26.4K
$1.82M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.37K+ 57.66% |
$249K - $288K
|
14.7K
$1.01M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.87KNew |
$226K - $262K
|
4.87K
$336K
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.49KNew |
$209K - $241K
|
4.49K
$310K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
4.33K+ 18.46% |
$201K - $233K
|
27.8K
$1.92M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.3K+ 1917.86% |
$200K - $231K
|
4.52K
$312K
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.27KNew |
$199K - $229K
|
4.27K
$295K
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.06KNew |
$188K - $218K
|
4.06K
$280K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.02KNew |
$187K - $216K
|
4.02K
$277K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.85K+ 9.03% |
$179K - $207K
|
46.4K
$3.2M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.62K+ 2.56% |
$168K - $194K
|
145K
$10M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.56K+ 3.22% |
$165K - $191K
|
114K
$7.86M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.43K+ 1.67% |
$159K - $184K
|
209K
$14.4M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.33K+ 7.04% |
$155K - $179K
|
50.7K
$3.49M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.07K+ 3.84% |
$143K - $165K
|
83.1K
$5.73M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.01KNew |
$140K - $161K
|
3.01K
$207K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.95K+ 49.48% |
$137K - $158K
|
8.91K
$614K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 3.36% |
$130K - $151K
|
86.4K
$5.95M
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
2.7K+ 5.43% |
$126K - $145K
|
52.4K
$3.62M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.62K+ 44.47% |
$122K - $141K
|
8.51K
$586K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.23K+ 5.25% |
$103K - $120K
|
44.6K
$3.08M
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
2.16K+ 17.36% |
$100K - $116K
|
14.6K
$1M
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.03K+ 6.78% |
$94.3K - $109K
|
32K
$2.2M
|