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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81K+ 168.4% |
$5.29M - $5.76M
|
129K
$8.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
50.1K+ 0.65% |
$3.27M - $3.57M
|
7.72M
$487M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
41.8K+ 11.17% |
$2.73M - $2.98M
|
416K
$26.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
38.1K+ 15.07% |
$2.49M - $2.71M
|
291K
$18.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
BUY
|
- |
29.7K+ 18.61% |
$1.94M - $2.11M
|
189K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.7K+ 0.34% |
$961K - $1.05M
|
4.35M
$274M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.45K+ 19.02% |
$551K - $601K
|
52.9K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.55KNew |
$492K - $537K
|
7.55K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.16K+ 85.47% |
$402K - $438K
|
13.4K
$842K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.85K+ 13.41% |
$382K - $416K
|
49.5K
$3.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.46K+ 29.0% |
$356K - $389K
|
24.3K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.14K+ 5.41% |
$336K - $366K
|
100K
$6.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.96K+ 36.24% |
$324K - $353K
|
18.6K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.38K+ 1.88% |
$286K - $312K
|
237K
$14.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 16.83% |
$275K - $300K
|
29.2K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.13K+ 103300.0% |
$270K - $294K
|
4.14K
$261K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.98K+ 1.87% |
$260K - $283K
|
217K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.82K+ 6.86% |
$249K - $272K
|
59.5K
$3.75M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.57KNew |
$233K - $254K
|
3.57K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49K+ 13.91% |
$228K - $248K
|
28.6K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.18K+ 28.09% |
$207K - $226K
|
14.5K
$912K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.84K+ 1.73% |
$185K - $202K
|
167K
$10.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 0.97% |
$163K - $178K
|
261K
$16.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.85K+ 8.07% |
$121K - $132K
|
24.8K
$1.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5K+ 37.84% |
$97.9K - $107K
|
5.46K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.38K+ 10.95% |
$90.1K - $98.2K
|
14K
$881K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.35K+ 16.24% |
$88.4K - $96.4K
|
9.69K
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24K+ 14.87% |
$81K - $88.3K
|
9.58K
$604K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
1.21K+ 8.23% |
$78.8K - $86K
|
15.9K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 21.43% |
$77.9K - $84.9K
|
6.76K
$426K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.04KNew |
$67.9K - $74K
|
1.04K
$65.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
953+ 21.8% |
$62.2K - $67.8K
|
5.33K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
906+ 4.06% |
$59.1K - $64.5K
|
23.2K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
893+ 2.4% |
$58.3K - $63.6K
|
38K
$2.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
822+ 17.21% |
$53.7K - $58.5K
|
5.6K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
808+ 2.87% |
$52.7K - $57.5K
|
29K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
637+ 1.99% |
$41.6K - $45.3K
|
32.7K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$32.2K - $35.1K
|
493
$31.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
418+ 0.8% |
$27.3K - $29.8K
|
52.8K
$3.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
404+ 8.7% |
$26.4K - $28.8K
|
5.05K
$318K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
371+ 8.05% |
$24.2K - $26.4K
|
4.98K
$314K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
315+ 6.62% |
$20.6K - $22.4K
|
5.08K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
312+ 1.06% |
$20.4K - $22.2K
|
29.8K
$1.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
310+ 4.79% |
$20.2K - $22.1K
|
6.78K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
286+ 0.62% |
$18.7K - $20.4K
|
46.3K
$2.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
275+ 26.54% |
$17.9K - $19.6K
|
1.31K
$82.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
267+ 4.04% |
$17.4K - $19K
|
6.88K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
228+ 5.78% |
$14.9K - $16.2K
|
4.18K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
178New |
$11.6K - $12.7K
|
178
$11.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
159+ 0.15% |
$10.4K - $11.3K
|
107K
$6.71M
|