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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
127+ 27.37% |
$6.75K - $7.68K
|
591
$40.7K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
122+ 2.82% |
$6.49K - $7.38K
|
4.46K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
114New |
$6.06K - $6.89K
|
114
$7.86K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
113+ 0.32% |
$6.01K - $6.83K
|
35K
$2.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
111New |
$5.9K - $6.71K
|
111
$7.65K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
107+ 0.56% |
$5.69K - $6.47K
|
19.2K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
103+ 1.33% |
$5.48K - $6.23K
|
7.85K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
101New |
$5.37K - $6.11K
|
101
$6.96K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
100+ 0.71% |
$5.32K - $6.05K
|
14.3K
$984K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
96+ 2.91% |
$5.1K - $5.81K
|
3.4K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
96+ 1.03% |
$5.1K - $5.81K
|
9.4K
$648K
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
94+ 0.29% |
$5K - $5.69K
|
33.1K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
89New |
$4.73K - $5.38K
|
89
$6.14K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
80+ 0.1% |
$4.25K - $4.84K
|
82.9K
$5.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
75+ 2.5% |
$3.99K - $4.54K
|
3.08K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
66New |
$3.51K - $3.99K
|
66
$4.55K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
63New |
$3.35K - $3.81K
|
63
$4.34K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 14.16% |
$3.3K - $3.75K
|
500
$34.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
50+ 0.38% |
$2.66K - $3.02K
|
13.2K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
50+ 0.35% |
$2.66K - $3.02K
|
14.3K
$989K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
49+ 0.11% |
$2.61K - $2.96K
|
45.1K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
47+ 0.49% |
$2.5K - $2.84K
|
9.54K
$658K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
38+ 0.2% |
$2.02K - $2.3K
|
19.3K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
37+ 0.28% |
$1.97K - $2.24K
|
13.3K
$914K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
35+ 0.08% |
$1.86K - $2.12K
|
45.9K
$3.17M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 0.31% |
$1.6K - $1.81K
|
9.58K
$660K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
30New |
$1.6K - $1.81K
|
30
$2.07K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
29+ 0.6% |
$1.54K - $1.75K
|
4.84K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22+ 56.41% |
$1.17K - $1.33K
|
61
$4.21K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
21+ 1.05% |
$1.12K - $1.27K
|
2.01K
$139K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
20+ 0.29% |
$1.06K - $1.21K
|
6.97K
$481K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
18+ 18.0% |
$957 - $1.09K
|
118
$8.14K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$904 - $1.03K
|
15.7K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15+ 0.28% |
$798 - $907
|
5.31K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 0.31% |
$744 - $847
|
4.55K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10New |
$532 - $605
|
10
$690
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
9+ 0.07% |
$479 - $544
|
13.6K
$940K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
8+ 0.05% |
$425 - $484
|
17.3K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7+ 0.14% |
$372 - $423
|
5.03K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$213 - $242
|
5.21K
$359K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$213 - $242
|
4.7K
$324K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$160 - $181
|
4.02K
$277K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2+ 0.02% |
$106 - $121
|
8.6K
$593K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.16% |
$106 - $121
|
1.24K
$85.5K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.86% |
$53.2 - $60.5
|
117
$8.07K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.0% |
$53.2 - $60.5
|
28.7K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$53.2 - $60.5
|
829
$57.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.57% |
$53.2 - $60.5
|
176
$12.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1- -0.0% |
$53.2 - $60.5
|
25K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2- 0.04% |
$106 - $121
|
4.85K
$334K
|