Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2024. 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 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
24.4K+ 6.33% |
$1.3M - $1.48M
|
411K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 15.79% |
$1.29M - $1.47M
|
178K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24K+ 31.58% |
$1.27M - $1.45M
|
99.8K
$6.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
23K+ 14.95% |
$1.22M - $1.39M
|
177K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
22.5K+ 54.67% |
$1.2M - $1.36M
|
63.7K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.2K+ 64.93% |
$1.18M - $1.34M
|
56.3K
$3.88M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21.1K+ 167.65% |
$1.12M - $1.28M
|
33.8K
$2.33M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.7K+ 14.49% |
$1.1M - $1.25M
|
164K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 1.41% |
$1.08M - $1.23M
|
1.46M
$100M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
19.9KNew |
$1.06M - $1.2M
|
19.9K
$1.37M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19.5KNew |
$1.04M - $1.18M
|
19.5K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.4K+ 11.15% |
$1.03M - $1.18M
|
194K
$13.4M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
19.3KNew |
$1.03M - $1.17M
|
19.3K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
18.5KNew |
$984K - $1.12M
|
18.5K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
17.6KNew |
$935K - $1.06M
|
17.6K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.4K+ 170.66% |
$926K - $1.05M
|
27.6K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
17.1K+ 11.55% |
$911K - $1.04M
|
165K
$11.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
16.9K+ 1.8% |
$900K - $1.02M
|
957K
$66M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.8KNew |
$895K - $1.02M
|
16.8K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
16.6KNew |
$884K - $1.01M
|
16.6K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
16.6KNew |
$883K - $1M
|
16.6K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
15.6K+ 7.53% |
$828K - $942K
|
222K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14.8K+ 27.44% |
$787K - $895K
|
68.8K
$4.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
14.5K+ 37.66% |
$770K - $876K
|
53K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.2K+ 4.93% |
$753K - $856K
|
301K
$20.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.9KNew |
$737K - $839K
|
13.9K
$956K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 13.78% |
$728K - $828K
|
113K
$7.8M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13.5K+ 13.82% |
$716K - $814K
|
111K
$7.64M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13.2K+ 36.61% |
$700K - $796K
|
49.1K
$3.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13K+ 1.58% |
$693K - $788K
|
839K
$57.9M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.7K+ 5.52% |
$677K - $770K
|
243K
$16.8M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12K+ 21.7% |
$640K - $728K
|
67.5K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.9K+ 272.66% |
$634K - $721K
|
16.3K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11.8K+ 70.81% |
$626K - $712K
|
28.4K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5KNew |
$612K - $696K
|
11.5K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.9K+ 156.88% |
$581K - $661K
|
17.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7KNew |
$569K - $648K
|
10.7K
$738K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 5359.04% |
$536K - $609K
|
10.3K
$708K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.59K+ 9.89% |
$510K - $580K
|
107K
$7.34M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
9.45K+ 7.11% |
$503K - $572K
|
142K
$9.82M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.19K+ 10.12% |
$435K - $495K
|
89.1K
$6.14M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.99K+ 23.95% |
$425K - $483K
|
41.3K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.6K+ 4.97% |
$404K - $460K
|
160K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.01K+ 101.4% |
$373K - $424K
|
13.9K
$960K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6.69K+ 51.67% |
$356K - $405K
|
19.6K
$1.35M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
6.49K+ 6.43% |
$345K - $393K
|
108K
$7.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.32KNew |
$336K - $382K
|
6.32K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$336K - $382K
|
6.32K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
6.22K+ 5.47% |
$331K - $376K
|
120K
$8.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
6KNew |
$319K - $363K
|
6K
$414K
|