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 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
151New |
$9.86K - $10.7K
|
151
$9.51K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
145+ 2.97% |
$9.46K - $10.3K
|
5.02K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
130+ 0.29% |
$8.49K - $9.25K
|
44.2K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62+ 1.5% |
$4.05K - $4.41K
|
4.19K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
61+ 0.3% |
$3.98K - $4.34K
|
20.2K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
59+ 0.79% |
$3.85K - $4.2K
|
7.57K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 18.97% |
$2.87K - $3.13K
|
276
$17.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13+ 0.24% |
$849 - $925
|
5.35K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$587 - $641
|
3.46K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6+ 0.05% |
$392 - $427
|
12.7K
$801K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-32- 0.64% |
$2.09K - $2.28K
|
4.95K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 12.19% |
$6.66K - $7.26K
|
735
$46.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-105- 2.69% |
$6.85K - $7.47K
|
3.8K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-174- 3.21% |
$11.4K - $12.4K
|
5.25K
$330K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-227- 0.48% |
$14.8K - $16.2K
|
47.1K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-421- 9.78% |
$27.5K - $30K
|
3.88K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-593- 9.44% |
$38.7K - $42.2K
|
5.69K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-620- 3.26% |
$40.5K - $44.1K
|
18.4K
$1.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-770- 1.42% |
$50.3K - $54.8K
|
53.6K
$3.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-826- 12.89% |
$53.9K - $58.8K
|
5.58K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.23K- 18.73% |
$80.4K - $87.7K
|
5.35K
$337K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 1.91% |
$83.9K - $91.5K
|
66.1K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.78K- 14.05% |
$116K - $127K
|
10.9K
$686K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3.73K- 19.07% |
$244K - $266K
|
15.8K
$998K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.74K- 7.28% |
$244K - $266K
|
47.7K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-4.8K- 42.09% |
$313K - $342K
|
6.61K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.65K- 5.87% |
$369K - $402K
|
90.6K
$5.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-6.44K- 2.08% |
$420K - $458K
|
303K
$19.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.39K- 5.96% |
$547K - $597K
|
132K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.13K- 20.83% |
$596K - $650K
|
34.7K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-21.3K- 24.82% |
$1.39M - $1.51M
|
64.5K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-22.1K- 2.84% |
$1.44M - $1.57M
|
757K
$47.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33.6K- 90.57% |
$2.19M - $2.39M
|
3.49K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80.2K- 96.99% |
$5.23M - $5.71M
|
2.49K
$157K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-87.5K- 96.2% |
$5.71M - $6.23M
|
3.45K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-88.7K- 63.62% |
$5.79M - $6.31M
|
50.7K
$3.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-102K- 62.72% |
$6.63M - $7.23M
|
60.4K
$3.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-523K- 6.41% |
$34.1M - $37.2M
|
7.64M
$481M
|