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 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.47K+ 34.88% |
$78.2K - $88.9K
|
5.68K
$392K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.43K+ 1.61% |
$75.8K - $86.2K
|
89.7K
$6.18M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.38K+ 7.23% |
$73.5K - $83.6K
|
20.5K
$1.41M
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.32K+ 0.78% |
$70.1K - $79.8K
|
170K
$11.7M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.32K+ 1.24% |
$69.9K - $79.5K
|
107K
$7.4M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.25K+ 4.5% |
$66.5K - $75.7K
|
29K
$2M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23K+ 16.2% |
$65.6K - $74.6K
|
8.85K
$610K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.21K+ 19.81% |
$64.2K - $73K
|
7.3K
$503K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.14K+ 4.37% |
$60.7K - $69.1K
|
27.3K
$1.88M
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.13K+ 2.06% |
$60.2K - $68.5K
|
56.1K
$3.87M
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 9.72% |
$55K - $62.6K
|
11.7K
$805K
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1KNew |
$53.2K - $60.5K
|
1K
$69K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
938+ 2.28% |
$49.9K - $56.7K
|
42.1K
$2.9M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
868+ 26.32% |
$46.2K - $52.5K
|
4.17K
$287K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
822New |
$43.7K - $49.7K
|
822
$56.7K
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
806+ 19.58% |
$42.9K - $48.7K
|
4.92K
$339K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
803+ 0.54% |
$42.7K - $48.6K
|
149K
$10.3M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
797+ 86.82% |
$42.4K - $48.2K
|
1.72K
$118K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
790+ 19.67% |
$42K - $47.8K
|
4.81K
$331K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
789New |
$42K - $47.7K
|
789
$54.4K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
777New |
$41.3K - $47K
|
777
$53.6K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
745+ 6.28% |
$39.6K - $45.1K
|
12.6K
$869K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
707+ 3.1% |
$37.6K - $42.8K
|
23.5K
$1.62M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
679+ 18.27% |
$36.1K - $41.1K
|
4.4K
$303K
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
604+ 1.16% |
$32.1K - $36.5K
|
52.6K
$3.62M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
586New |
$31.2K - $35.4K
|
586
$40.4K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
513+ 42.57% |
$27.3K - $31K
|
1.72K
$118K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
410New |
$21.8K - $24.8K
|
410
$28.3K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
406New |
$21.6K - $24.6K
|
406
$28K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
390+ 6.28% |
$20.7K - $23.6K
|
6.6K
$455K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
376+ 3.13% |
$20K - $22.7K
|
12.4K
$854K
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
345+ 7.49% |
$18.3K - $20.9K
|
4.95K
$341K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
336+ 58.03% |
$17.9K - $20.3K
|
915
$63.1K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
332+ 2.24% |
$17.7K - $20.1K
|
15.1K
$1.04M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
297+ 3.56% |
$15.8K - $18K
|
8.64K
$596K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
291+ 264.55% |
$15.5K - $17.6K
|
401
$27.6K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
274New |
$14.6K - $16.6K
|
274
$18.9K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
264New |
$14K - $16K
|
264
$18.2K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
258New |
$13.7K - $15.6K
|
258
$17.8K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
222+ 2.74% |
$11.8K - $13.4K
|
8.32K
$574K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
206+ 3.74% |
$11K - $12.5K
|
5.71K
$394K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200New |
$10.6K - $12.1K
|
200
$13.8K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
196New |
$10.4K - $11.9K
|
196
$13.5K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
187New |
$9.94K - $11.3K
|
187
$12.9K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
175New |
$9.3K - $10.6K
|
175
$12.1K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
147+ 22.24% |
$7.82K - $8.89K
|
808
$55.7K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
144New |
$7.66K - $8.71K
|
144
$9.93K
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
132+ 2.47% |
$7.02K - $7.98K
|
5.48K
$378K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
129New |
$6.86K - $7.8K
|
129
$8.89K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
128New |
$6.81K - $7.74K
|
128
$8.83K
|