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 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-534- 1.75% |
$23.3K - $25.3K
|
30K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-537- 1.33% |
$23.4K - $25.4K
|
39.8K
$2.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-547- 8.63% |
$23.9K - $25.9K
|
5.79K
$395K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-623- 1.52% |
$27.2K - $29.5K
|
40.3K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-646- 1.54% |
$28.2K - $30.6K
|
41.4K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-655- 5.7% |
$28.6K - $31K
|
10.8K
$739K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-665- 7.47% |
$29K - $31.5K
|
8.24K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-725- 4.68% |
$31.6K - $34.3K
|
14.8K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-835- 11.21% |
$36.4K - $39.5K
|
6.61K
$451K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-852- 7.55% |
$37.2K - $40.3K
|
10.4K
$712K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-870- 3.5% |
$38K - $41.2K
|
24K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 16.67% |
$47.6K - $51.6K
|
5.45K
$372K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.13K- 2.41% |
$49.5K - $53.7K
|
45.8K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.28K- 1.71% |
$56K - $60.7K
|
73.8K
$5.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.31K- 10.33% |
$57.1K - $61.9K
|
11.4K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.36K- 1.9% |
$59.3K - $64.3K
|
70.2K
$4.79M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.64K- 37.94% |
$71.7K - $77.7K
|
2.69K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.92K- 3.83% |
$83.8K - $90.9K
|
48.3K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.99K- 2.11% |
$87K - $94.4K
|
92.6K
$6.32M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.33K- 37.66% |
$102K - $110K
|
3.86K
$263K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.36K- 11.4% |
$103K - $112K
|
18.3K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.42K- 6.87% |
$106K - $114K
|
32.8K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.57K- 15.82% |
$112K - $122K
|
13.7K
$935K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.59K- 5.47% |
$113K - $123K
|
44.8K
$3.05M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.71K- 28.43% |
$118K - $128K
|
6.83K
$466K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.73K- 5.16% |
$119K - $129K
|
50.2K
$3.42M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.81K- 77.67% |
$122K - $133K
|
807
$55.1K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.85K- 0.54% |
$124K - $135K
|
529K
$36.1M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.87K- 12.98% |
$125K - $136K
|
19.2K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.94K- 2.9% |
$128K - $139K
|
98.6K
$6.73M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.1K- 10.94% |
$135K - $147K
|
25.2K
$1.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3.2K- 12.12% |
$139K - $151K
|
23.2K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.45K- 9.32% |
$150K - $163K
|
33.5K
$2.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-3.76K- 1.6% |
$164K - $178K
|
231K
$15.8M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.02K- 15.85% |
$175K - $190K
|
21.3K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.24K- 0.96% |
$185K - $200K
|
435K
$29.7M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.6K- 45.26% |
$201K - $218K
|
5.56K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.98K- 3.29% |
$217K - $236K
|
147K
$10M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.39K- 5.86% |
$235K - $255K
|
86.6K
$5.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.57K- 9.84% |
$243K - $264K
|
51.1K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.68K- 33.49% |
$248K - $269K
|
11.3K
$770K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-5.81K- 17.72% |
$253K - $275K
|
27K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.03K- 49.87% |
$263K - $285K
|
6.06K
$413K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.08K- 19.46% |
$266K - $288K
|
25.2K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.86K- 4.14% |
$299K - $325K
|
159K
$10.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.89K- 8.1% |
$301K - $326K
|
78.1K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.13K- 52.18% |
$311K - $337K
|
6.53K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.36K- 6.5% |
$321K - $348K
|
106K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.61K- 60.35% |
$332K - $360K
|
5K
$341K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.02K- 14.62% |
$350K - $379K
|
46.8K
$3.2M
|