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 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.05% |
$266 - $302
|
10.2K
$700K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-9- 0.13% |
$479 - $544
|
6.85K
$473K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.4% |
$1.17K - $1.33K
|
5.5K
$379K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-32- 30.19% |
$1.7K - $1.94K
|
74
$5.1K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.37% |
$1.81K - $2.06K
|
9.24K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-42- 1.88% |
$2.23K - $2.54K
|
2.2K
$152K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-55- 0.56% |
$2.92K - $3.33K
|
9.81K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-63- 0.68% |
$3.35K - $3.81K
|
9.24K
$637K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-71- 0.55% |
$3.78K - $4.29K
|
12.9K
$891K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-72- 1.03% |
$3.83K - $4.35K
|
6.92K
$477K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-74- 1.67% |
$3.93K - $4.48K
|
4.37K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-76- 2.05% |
$4.04K - $4.6K
|
3.63K
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-83- 0.46% |
$4.41K - $5.02K
|
18.1K
$1.25M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-85- 1.86% |
$4.52K - $5.14K
|
4.49K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-105- 2.59% |
$5.58K - $6.35K
|
3.95K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-107- 0.48% |
$5.69K - $6.47K
|
22.2K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-141- 13.76% |
$7.5K - $8.53K
|
884
$61K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 1.08% |
$7.71K - $8.77K
|
13.3K
$918K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-146- 0.04% |
$7.76K - $8.83K
|
348K
$24M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-153- 0.22% |
$8.14K - $9.25K
|
70.8K
$4.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-165- 1.15% |
$8.77K - $9.98K
|
14.1K
$974K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-180- 1.68% |
$9.57K - $10.9K
|
10.5K
$725K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-186- 3.68% |
$9.89K - $11.2K
|
4.87K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-206- 1.93% |
$11K - $12.5K
|
10.5K
$723K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-212- 1.34% |
$11.3K - $12.8K
|
15.6K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-215- 2.57% |
$11.4K - $13K
|
8.16K
$563K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-231- 0.6% |
$12.3K - $14K
|
38.4K
$2.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-234- 3.03% |
$12.4K - $14.2K
|
7.49K
$517K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-278- 5.32% |
$14.8K - $16.8K
|
4.95K
$341K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-290- 0.69% |
$15.4K - $17.5K
|
41.8K
$2.88M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-303- 0.55% |
$16.1K - $18.3K
|
54.4K
$3.75M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-303- 1.82% |
$16.1K - $18.3K
|
16.3K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-304- 1.12% |
$16.2K - $18.4K
|
26.9K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-313- 2.99% |
$16.6K - $18.9K
|
10.2K
$701K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-395- 2.6% |
$21K - $23.9K
|
14.8K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-395- 2.6% |
$21K - $23.9K
|
14.8K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-397- 2.87% |
$21.1K - $24K
|
13.4K
$926K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-408- 6.74% |
$21.7K - $24.7K
|
5.65K
$389K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-420- 2.14% |
$22.3K - $25.4K
|
19.2K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-447- 3.33% |
$23.8K - $27K
|
13K
$894K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-463- 3.89% |
$24.6K - $28K
|
11.4K
$788K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-464- 10.19% |
$24.7K - $28.1K
|
4.09K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-527- 6.04% |
$28K - $31.9K
|
8.2K
$565K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-527- 1.34% |
$28K - $31.9K
|
38.9K
$2.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-551- 11.43% |
$29.3K - $33.3K
|
4.27K
$294K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-631- 9.26% |
$33.6K - $38.2K
|
6.19K
$426K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-649- 2.84% |
$34.5K - $39.3K
|
22.2K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-731- 6.92% |
$38.9K - $44.2K
|
9.84K
$678K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-761- 2.87% |
$40.5K - $46K
|
25.8K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-768- 6.88% |
$40.8K - $46.4K
|
10.4K
$716K
|