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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.5KNew |
$721K - $782K
|
16.5K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
16.3K+ 15.68% |
$712K - $772K
|
120K
$8.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
16.1KNew |
$702K - $761K
|
16.1K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15KNew |
$655K - $710K
|
15K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 5.17% |
$641K - $695K
|
299K
$20.6M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
14.1K+ 0.86% |
$617K - $669K
|
1.65M
$114M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14K+ 280.91% |
$611K - $663K
|
19K
$1.31M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
13.5KNew |
$589K - $639K
|
13.5K
$931K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 232.67% |
$572K - $620K
|
18.7K
$1.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.1K+ 18.74% |
$570K - $618K
|
82.7K
$5.71M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
12.8K+ 6.74% |
$560K - $607K
|
203K
$14M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 80.36% |
$553K - $600K
|
28.5K
$1.96M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
12.4KNew |
$541K - $587K
|
12.4K
$855K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 1.4% |
$479K - $519K
|
796K
$54.9M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
10.5K+ 20.64% |
$457K - $495K
|
61.2K
$4.22M
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
10.4K+ 59.89% |
$454K - $492K
|
27.8K
$1.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.6K+ 1.86% |
$419K - $454K
|
526K
$36.3M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.94KNew |
$390K - $423K
|
8.94K
$617K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.86KNew |
$387K - $419K
|
8.86K
$611K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.82KNew |
$385K - $417K
|
8.82K
$608K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8.8K+ 23.58% |
$384K - $416K
|
46.1K
$3.18M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.79KNew |
$384K - $416K
|
8.79K
$606K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
8.19KNew |
$357K - $387K
|
8.19K
$565K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.87K+ 4.04% |
$344K - $373K
|
203K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.75KNew |
$338K - $367K
|
7.75K
$534K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.7K+ 2.59% |
$336K - $364K
|
305K
$21M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.58K+ 3.69% |
$331K - $359K
|
213K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.46K+ 9.47% |
$325K - $353K
|
86.2K
$5.94M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.14K+ 12.99% |
$311K - $338K
|
62.1K
$4.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.98K+ 19.81% |
$305K - $330K
|
42.2K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.46K+ 29.49% |
$282K - $305K
|
28.3K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.33K+ 9.29% |
$276K - $299K
|
74.5K
$5.13M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.01KNew |
$262K - $285K
|
6.01K
$415K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.7K+ 16.75% |
$249K - $270K
|
39.8K
$2.74M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.54K+ 1192.89% |
$242K - $262K
|
6K
$414K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.52KNew |
$241K - $261K
|
5.52K
$380K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.45K+ 2.16% |
$238K - $258K
|
258K
$17.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
BUY
|
- |
5.39K+ 7.99% |
$235K - $255K
|
72.8K
$5.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.37KNew |
$234K - $254K
|
5.37K
$370K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
5.3K+ 8.77% |
$231K - $251K
|
65.7K
$4.53M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.17K+ 4.08% |
$226K - $245K
|
132K
$9.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
5.08K+ 1.51% |
$222K - $240K
|
341K
$23.5M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
4.88KNew |
$213K - $231K
|
4.88K
$336K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.64K+ 12.97% |
$203K - $220K
|
40.4K
$2.79M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.46KNew |
$194K - $211K
|
4.46K
$307K
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
4.41KNew |
$193K - $209K
|
4.41K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.41KNew |
$193K - $209K
|
4.41K
$304K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.38KNew |
$191K - $207K
|
4.38K
$302K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4.33K+ 3.05% |
$189K - $205K
|
146K
$10.1M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.29KNew |
$187K - $203K
|
4.29K
$296K
|