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 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-781- 6.1% |
$41.5K - $47.2K
|
12K
$829K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-821- 3.01% |
$43.7K - $49.7K
|
26.5K
$1.82M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-850- 3.04% |
$45.2K - $51.4K
|
27.1K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-874- 8.25% |
$46.5K - $52.9K
|
9.73K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.02K- 1.14% |
$54.4K - $61.9K
|
88.4K
$6.1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 11.96% |
$54.9K - $62.4K
|
7.6K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 12.73% |
$57.6K - $65.6K
|
7.43K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 17.35% |
$58.9K - $67K
|
5.28K
$364K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-1.14K- 20.14% |
$60.5K - $68.8K
|
4.51K
$311K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.18K- 16.15% |
$62.8K - $71.5K
|
6.14K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.2K- 18.11% |
$63.8K - $72.6K
|
5.43K
$374K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.25K- 3.72% |
$66.2K - $75.4K
|
32.2K
$2.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.35K- 1.05% |
$71.6K - $81.4K
|
127K
$8.79M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.42K- 5.89% |
$75.3K - $85.6K
|
22.6K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.43K- 73.05% |
$75.8K - $86.2K
|
526
$36.3K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.63K- 17.59% |
$86.8K - $98.7K
|
7.65K
$527K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.71K- 6.6% |
$90.7K - $103K
|
24.1K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.72K- 6.34% |
$91.5K - $104K
|
25.4K
$1.75M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.8K- 3.68% |
$95.8K - $109K
|
47.1K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.9K- 5.65% |
$101K - $115K
|
31.7K
$2.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.93K- 4.6% |
$103K - $117K
|
40K
$2.76M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.04K- 2.42% |
$108K - $123K
|
82K
$5.65M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.12K- 11.41% |
$113K - $128K
|
16.5K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.37K- 37.62% |
$126K - $143K
|
3.93K
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.41K- 10.68% |
$128K - $146K
|
20.1K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.44K- 20.7% |
$130K - $148K
|
9.35K
$645K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.51K- 9.45% |
$133K - $152K
|
24K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.56K- 1.0% |
$136K - $155K
|
253K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.57K- 9.03% |
$136K - $155K
|
25.9K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.7K- 3.6% |
$144K - $163K
|
72.2K
$4.98M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.9K- 1.4% |
$154K - $175K
|
204K
$14M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-2.97K- 1.4% |
$158K - $180K
|
210K
$14.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.14K- 2.51% |
$167K - $190K
|
122K
$8.43M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.18K- 42.38% |
$169K - $192K
|
4.32K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.25K- 2.8% |
$173K - $196K
|
113K
$7.77M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-3.41K- 9.54% |
$181K - $206K
|
32.3K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.6K- 26.47% |
$191K - $218K
|
10K
$690K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.75K- 9.07% |
$199K - $227K
|
37.6K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.39K- 1.69% |
$234K - $266K
|
255K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-4.43K- 3.34% |
$235K - $268K
|
128K
$8.85M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.61K- 4.86% |
$245K - $279K
|
90.3K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.83K- 40.11% |
$257K - $292K
|
7.21K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.91K- 18.34% |
$261K - $297K
|
21.8K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.49K- 18.82% |
$292K - $332K
|
23.7K
$1.63M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.85K- 0.71% |
$311K - $354K
|
818K
$56.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.81K- 27.24% |
$362K - $412K
|
18.2K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.96K- 4.21% |
$370K - $421K
|
158K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.1K- 51.53% |
$377K - $429K
|
6.68K
$460K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.74K- 53.14% |
$411K - $468K
|
6.82K
$470K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-8.02K- 15.65% |
$426K - $485K
|
43.2K
$2.98M
|