Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q1 2025. 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, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.73M+ 45.73% |
$113M - $123M
|
5.51M
$391M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 15.21% |
$86.5M - $94.4M
|
10M
$712M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.19M+ 159900.55% |
$77.9M - $84.9M
|
1.19M
$84.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
947K+ 17.29% |
$61.8M - $67.4M
|
6.42M
$456M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
898K+ 59.77% |
$58.6M - $63.9M
|
2.4M
$170M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
698K+ 131.11% |
$45.6M - $49.7M
|
1.23M
$87.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
677K+ 40.96% |
$44.2M - $48.2M
|
2.33M
$165M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
469KNew |
$30.6M - $33.4M
|
469K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
447K+ 14.11% |
$29.2M - $31.8M
|
3.61M
$256M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
302K+ 74.54% |
$19.7M - $21.5M
|
706K
$50.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
292K+ 35.93% |
$19M - $20.8M
|
1.1M
$78.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
256K+ 19.93% |
$16.7M - $18.2M
|
1.54M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
251KNew |
$16.4M - $17.9M
|
251K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
225K+ 15.44% |
$14.7M - $16M
|
1.68M
$119M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
208K+ 926.56% |
$13.6M - $14.8M
|
231K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
182K+ 127.58% |
$11.9M - $13M
|
325K
$23M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
176K+ 287.01% |
$11.5M - $12.5M
|
237K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
154K+ 14.16% |
$10.1M - $11M
|
1.24M
$88.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
142KNew |
$9.24M - $10.1M
|
142K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
140KNew |
$9.11M - $9.93M
|
140K
$9.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
122K+ 6.26% |
$7.93M - $8.65M
|
2.06M
$146M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
106K+ 8.0% |
$6.9M - $7.53M
|
1.43M
$101M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
90.8KNew |
$5.92M - $6.46M
|
90.8K
$6.44M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
90.1KNew |
$5.88M - $6.41M
|
90.1K
$6.39M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
81.6K+ 114.88% |
$5.33M - $5.81M
|
153K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81K+ 168.4% |
$5.29M - $5.76M
|
129K
$9.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
78.8K+ 15.08% |
$5.14M - $5.61M
|
601K
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
75.4K+ 13.77% |
$4.92M - $5.36M
|
623K
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
71.5K+ 19.59% |
$4.67M - $5.09M
|
437K
$31M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
64.2KNew |
$4.19M - $4.57M
|
64.2K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
56.9K+ 30.38% |
$3.72M - $4.05M
|
244K
$17.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
56.6K+ 56.14% |
$3.69M - $4.03M
|
157K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
51.6K+ 20.6% |
$3.37M - $3.67M
|
302K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
51K+ 33.43% |
$3.33M - $3.63M
|
204K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
50.1K+ 0.65% |
$3.27M - $3.57M
|
7.72M
$548M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49.9K+ 4.69% |
$3.26M - $3.55M
|
1.11M
$79M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
49K+ 12.64% |
$3.2M - $3.49M
|
437K
$31M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
44.6KNew |
$2.91M - $3.18M
|
44.6K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
41.8K+ 11.17% |
$2.73M - $2.98M
|
416K
$29.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
41.4K+ 21.13% |
$2.7M - $2.95M
|
237K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
41.2K+ 35.5% |
$2.69M - $2.93M
|
157K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.5K+ 7.63% |
$2.58M - $2.81M
|
557K
$39.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
38.1K+ 15.07% |
$2.49M - $2.71M
|
291K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
36.7K+ 69.03% |
$2.4M - $2.61M
|
89.9K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
35.9K+ 80.63% |
$2.34M - $2.55M
|
80.4K
$5.7M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
31.7K+ 79.23% |
$2.07M - $2.26M
|
71.8K
$5.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.8KNew |
$2.01M - $2.19M
|
30.8K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
29.7K+ 18.61% |
$1.94M - $2.11M
|
189K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.6K+ 48.76% |
$1.93M - $2.1M
|
90.2K
$6.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
29.2K+ 15.97% |
$1.9M - $2.07M
|
212K
$15M
|