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 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
234+ 0.22% |
$10.2K - $11.1K
|
105K
$7.17M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
230+ 1.87% |
$10K - $10.9K
|
12.6K
$857K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
220+ 10.48% |
$9.6K - $10.4K
|
2.32K
$158K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
188+ 0.3% |
$8.2K - $8.9K
|
62.2K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
183New |
$7.99K - $8.66K
|
183
$12.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
157+ 1.78% |
$6.85K - $7.43K
|
8.99K
$614K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
155+ 2.9% |
$6.76K - $7.33K
|
5.5K
$375K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
145+ 0.99% |
$6.33K - $6.86K
|
14.8K
$1.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
143+ 0.42% |
$6.24K - $6.77K
|
34.5K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
134+ 2.18% |
$5.85K - $6.34K
|
6.27K
$428K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
99New |
$4.32K - $4.68K
|
99
$6.76K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
99New |
$4.32K - $4.68K
|
99
$6.76K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
74New |
$3.23K - $3.5K
|
74
$5.05K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 1.75% |
$3.01K - $3.27K
|
4.02K
$274K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
61New |
$2.66K - $2.89K
|
61
$4.16K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
59+ 6.75% |
$2.57K - $2.79K
|
933
$63.7K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
49+ 0.11% |
$2.14K - $2.32K
|
45.1K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
39+ 0.27% |
$1.7K - $1.85K
|
14.7K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33+ 1.17% |
$1.44K - $1.56K
|
2.86K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
33+ 0.44% |
$1.44K - $1.56K
|
7.45K
$508K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
22+ 0.05% |
$960 - $1.04K
|
41.5K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.13% |
$873 - $946
|
15.2K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.26% |
$611 - $662
|
5.49K
$375K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.01% |
$262 - $284
|
72.9K
$4.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.1% |
$218 - $237
|
5.19K
$354K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.37% |
$131 - $142
|
820
$56K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.06% |
$131 - $142
|
5.15K
$352K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.01% |
$87.3 - $94.6
|
16.7K
$1.14M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.58% |
$43.6 - $47.3
|
173
$11.8K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-49- 0.71% |
$2.14K - $2.32K
|
6.83K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-52- 0.1% |
$2.27K - $2.46K
|
52.1K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-76- 1.38% |
$3.32K - $3.6K
|
5.42K
$370K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-87- 0.24% |
$3.8K - $4.12K
|
36.8K
$2.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-102- 20.16% |
$4.45K - $4.83K
|
404
$27.6K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-112- 4.89% |
$4.89K - $5.3K
|
2.18K
$149K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-171- 1.33% |
$7.46K - $8.09K
|
12.6K
$863K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-177- 1.12% |
$7.72K - $8.38K
|
15.6K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-186- 1.34% |
$8.12K - $8.8K
|
13.7K
$938K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 0.27% |
$8.73K - $9.46K
|
74K
$5.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-206- 2.59% |
$8.99K - $9.75K
|
7.73K
$528K
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-229- 2.81% |
$9.99K - $10.8K
|
7.92K
$541K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-258- 8.4% |
$11.3K - $12.2K
|
2.81K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-285- 5.86% |
$12.4K - $13.5K
|
4.58K
$313K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-285- 6.22% |
$12.4K - $13.5K
|
4.3K
$293K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-350- 0.83% |
$15.3K - $16.6K
|
42K
$2.87M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-406Closed |
$17.7K - $19.2K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-410- 3.84% |
$17.9K - $19.4K
|
10.3K
$701K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-484- 28.27% |
$21.1K - $22.9K
|
1.23K
$83.8K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-510- 8.34% |
$22.3K - $24.1K
|
5.6K
$382K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-525- 2.29% |
$22.9K - $24.8K
|
22.4K
$1.53M
|