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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.35K+ 3.82% |
$146K - $159K
|
91.2K
$6.29M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
3.19K+ 14.39% |
$139K - $151K
|
25.4K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.03K+ 2367.97% |
$132K - $143K
|
3.16K
$218K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.59K+ 1.83% |
$113K - $122K
|
144K
$9.92M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.49K+ 2.46% |
$109K - $118K
|
104K
$7.14M
|
|
|
May 01, 2023
Q1 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
2.47K+ 2.29% |
$108K - $117K
|
110K
$7.61M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.45K+ 4.3% |
$107K - $116K
|
59.4K
$4.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.38K+ 46.99% |
$104K - $113K
|
7.45K
$514K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.29K+ 1.35% |
$99.8K - $108K
|
172K
$11.8M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 32.35% |
$96.4K - $104K
|
9.03K
$623K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 2.15% |
$87K - $94.4K
|
94.6K
$6.52M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.98K+ 14.06% |
$86.3K - $93.6K
|
16.1K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.96K+ 2.72% |
$85.7K - $92.9K
|
74.2K
$5.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 2.5% |
$75.7K - $82.1K
|
71.1K
$4.9M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.67K+ 6.29% |
$73.1K - $79.2K
|
28.3K
$1.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 9.45% |
$70.8K - $76.8K
|
18.8K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.56K+ 26.45% |
$67.9K - $73.6K
|
7.44K
$513K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 13.87% |
$65.4K - $70.9K
|
12.3K
$848K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.46K+ 7.29% |
$63.7K - $69.1K
|
21.5K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.37K+ 0.8% |
$59.6K - $64.6K
|
171K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.37K+ 56.8% |
$59.6K - $64.6K
|
3.77K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.34KNew |
$58.5K - $63.5K
|
1.34K
$92.5K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.23K+ 14.48% |
$53.8K - $58.3K
|
9.75K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 13.08% |
$53.5K - $58.1K
|
10.6K
$731K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 6.35% |
$52.2K - $56.6K
|
20.1K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.1K+ 12.5% |
$47.9K - $51.9K
|
9.87K
$681K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
958+ 3.5% |
$41.8K - $45.3K
|
28.3K
$1.95M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
796New |
$34.7K - $37.7K
|
796
$54.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
690+ 4.04% |
$30.1K - $32.7K
|
17.8K
$1.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
562+ 2.99% |
$24.5K - $26.6K
|
19.3K
$1.33M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
539New |
$23.5K - $25.5K
|
539
$37.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
512New |
$22.3K - $24.2K
|
512
$35.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
464New |
$20.2K - $22K
|
464
$32K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
462New |
$20.2K - $21.9K
|
462
$31.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
424+ 1.78% |
$18.5K - $20.1K
|
24.2K
$1.67M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
419+ 4.05% |
$18.3K - $19.8K
|
10.8K
$743K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
410+ 4.53% |
$17.9K - $19.4K
|
9.47K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
406New |
$17.7K - $19.2K
|
406
$28K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
405New |
$17.7K - $19.2K
|
405
$27.9K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
403+ 1.39% |
$17.6K - $19.1K
|
29.4K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
384+ 10.71% |
$16.8K - $18.2K
|
3.97K
$274K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
381+ 39.28% |
$16.6K - $18K
|
1.35K
$93.2K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
376+ 3.63% |
$16.4K - $17.8K
|
10.7K
$740K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
371+ 3.62% |
$16.2K - $17.6K
|
10.6K
$732K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
355+ 0.29% |
$15.5K - $16.8K
|
121K
$8.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
343+ 0.2% |
$15K - $16.2K
|
171K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
271+ 2.44% |
$11.8K - $12.8K
|
11.4K
$784K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
246New |
$10.7K - $11.6K
|
246
$17K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
243+ 1.05% |
$10.6K - $11.5K
|
23.5K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
243+ 0.16% |
$10.6K - $11.5K
|
149K
$10.3M
|