Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.9MNew |
$561M - $608M
|
12.9M
$877M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.11MNew |
$92M - $99.8M
|
2.11M
$144M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.34MNew |
$58.4M - $63.4M
|
1.34M
$91.4M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
927K+ 1425.92% |
$40.5M - $43.9M
|
992K
$67.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
740K+ 22.02% |
$32.3M - $35M
|
4.1M
$280M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
688KNew |
$30M - $32.5M
|
688K
$46.9M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
688KNew |
$30M - $32.5M
|
688K
$46.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
508K+ 374.74% |
$22.2M - $24.1M
|
644K
$43.9M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
484K+ 46.37% |
$21.1M - $22.9M
|
1.53M
$104M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
473K+ 13.59% |
$20.6M - $22.4M
|
3.95M
$270M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
409K+ 871.03% |
$17.9M - $19.4M
|
457K
$31.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
305KNew |
$13.3M - $14.4M
|
305K
$20.8M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
245KNew |
$10.7M - $11.6M
|
245K
$16.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
234K+ 313.26% |
$10.2M - $11.1M
|
309K
$21.1M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
195K+ 299.4% |
$8.51M - $9.23M
|
260K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
97.4K+ 205.96% |
$4.25M - $4.61M
|
145K
$9.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
92.6K+ 216.06% |
$4.04M - $4.38M
|
136K
$9.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
87.6KNew |
$3.82M - $4.14M
|
87.6K
$5.98M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
68.5K+ 34264.0% |
$2.99M - $3.24M
|
68.7K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
57.5K+ 10.27% |
$2.51M - $2.72M
|
618K
$42.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
57.1K+ 6.78% |
$2.49M - $2.7M
|
900K
$61.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.1KNew |
$2.45M - $2.66M
|
56.1K
$3.83M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.8K+ 3.94% |
$2.39M - $2.59M
|
1.44M
$98.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
52.1K+ 55.37% |
$2.27M - $2.46M
|
146K
$9.97M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.7K+ 439.92% |
$2M - $2.16M
|
56.1K
$3.83M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
41.6K+ 2.36% |
$1.82M - $1.97M
|
1.8M
$123M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40K+ 6.45% |
$1.75M - $1.89M
|
661K
$45.1M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
39.2KNew |
$1.71M - $1.86M
|
39.2K
$2.68M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
38.7KNew |
$1.69M - $1.83M
|
38.7K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
35.9K+ 338.85% |
$1.57M - $1.7M
|
46.5K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
33.6K+ 721.53% |
$1.47M - $1.59M
|
38.3K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32.9K+ 15.52% |
$1.44M - $1.56M
|
245K
$16.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
30.9K+ 8.42% |
$1.35M - $1.46M
|
398K
$27.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
30.4K+ 476.77% |
$1.33M - $1.44M
|
36.8K
$2.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
30.2KNew |
$1.32M - $1.43M
|
30.2K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.7K+ 94.05% |
$1.3M - $1.4M
|
61.3K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
29.7K+ 18.48% |
$1.29M - $1.4M
|
190K
$13M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.5K+ 13.11% |
$1.2M - $1.3M
|
238K
$16.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
26.8K+ 2.73% |
$1.17M - $1.27M
|
1.01M
$68.9M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26.4K+ 32.37% |
$1.15M - $1.25M
|
108K
$7.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
24.5K+ 45.22% |
$1.07M - $1.16M
|
78.8K
$5.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
24.1K+ 81.33% |
$1.05M - $1.14M
|
53.8K
$3.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
24.1KNew |
$1.05M - $1.14M
|
24.1K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
23.2K+ 9.24% |
$1.01M - $1.1M
|
274K
$18.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
21.1K+ 357.18% |
$920K - $998K
|
27K
$1.84M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
21KNew |
$916K - $994K
|
21K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.9K+ 29.18% |
$914K - $991K
|
92.7K
$6.33M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19.9K+ 63.68% |
$867K - $940K
|
51.1K
$3.48M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
18.5KNew |
$808K - $876K
|
18.5K
$1.26M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.5KNew |
$808K - $876K
|
18.5K
$1.26M
|