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 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-9.1K- 15.06% |
$397K - $431K
|
51.3K
$3.5M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.59K- 5.09% |
$418K - $454K
|
179K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.98K- 3.84% |
$436K - $472K
|
250K
$17M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 97.89% |
$445K - $482K
|
220
$15K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.5K- 4.08% |
$504K - $546K
|
272K
$18.5M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.8KClosed |
$514K - $557K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8K- 1.39% |
$517K - $560K
|
837K
$57.1M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-12.4K- 58.85% |
$542K - $587K
|
8.68K
$592K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14K- 73.75% |
$611K - $663K
|
4.99K
$340K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-14.1K- 63.75% |
$614K - $666K
|
8K
$546K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15.1K- 41.59% |
$659K - $714K
|
21.2K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15.2K- 41.63% |
$663K - $719K
|
21.3K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 77.67% |
$824K - $894K
|
5.43K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-19.2K- 73.2% |
$839K - $910K
|
7.04K
$480K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-20.8K- 2.65% |
$907K - $984K
|
764K
$52.2M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-22K- 24.17% |
$958K - $1.04M
|
68.9K
$4.7M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-22.6K- 32.94% |
$988K - $1.07M
|
46.1K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25.2K- 98.8% |
$1.1M - $1.19M
|
306
$20.9K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-26.3K- 20.39% |
$1.15M - $1.25M
|
103K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-28.7K- 33.31% |
$1.25M - $1.36M
|
57.5K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.3K- 50.61% |
$1.36M - $1.48M
|
30.5K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-39.7K- 12.35% |
$1.73M - $1.88M
|
282K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.2K- 4.51% |
$1.88M - $2.04M
|
914K
$62.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.5K- 31.94% |
$1.9M - $2.06M
|
92.6K
$6.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-51.5K- 53.34% |
$2.25M - $2.44M
|
45.1K
$3.07M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58.3K- 84.85% |
$2.54M - $2.76M
|
10.4K
$710K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-60.5K- 19.86% |
$2.64M - $2.86M
|
244K
$16.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71K- 10.89% |
$3.1M - $3.36M
|
581K
$39.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-78.1K- 32.34% |
$3.41M - $3.7M
|
163K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-78.7K- 19.68% |
$3.44M - $3.73M
|
321K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-78.9K- 5.37% |
$3.44M - $3.73M
|
1.39M
$94.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-99.2K- 8.46% |
$4.33M - $4.69M
|
1.07M
$73.3M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-136K- 88.54% |
$5.93M - $6.43M
|
17.6K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-198K- 6.1% |
$8.66M - $9.39M
|
3.05M
$208M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-305K- 45.62% |
$13.3M - $14.4M
|
363K
$24.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-970K- 47.83% |
$42.3M - $45.9M
|
1.06M
$72.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.8M- 96.46% |
$78.7M - $85.3M
|
66.1K
$4.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.59M- 95.44% |
$113M - $122M
|
124K
$8.44M
|