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 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
8.91KNew |
$581K - $634K
|
8.91K
$632K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
8.9K+ 58.05% |
$581K - $634K
|
24.2K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.83K+ 19.79% |
$576K - $629K
|
53.5K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.82KNew |
$576K - $628K
|
8.82K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.65K+ 3.67% |
$565K - $616K
|
244K
$17.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.56K+ 28.03% |
$558K - $609K
|
39.1K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
8.45K+ 19.02% |
$551K - $601K
|
52.9K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.27KNew |
$540K - $589K
|
8.27K
$587K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.11KNew |
$529K - $577K
|
8.11K
$575K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.98K+ 105.74% |
$521K - $568K
|
15.5K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.96K+ 56.94% |
$519K - $566K
|
21.9K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.94K+ 7.15% |
$518K - $565K
|
119K
$8.44M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.73K+ 11.05% |
$505K - $550K
|
77.7K
$5.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.55KNew |
$492K - $537K
|
7.55K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
7.47KNew |
$488K - $532K
|
7.47K
$530K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7.26K+ 7.41% |
$474K - $517K
|
105K
$7.46M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.22KNew |
$471K - $514K
|
7.22K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.96K+ 5.7% |
$454K - $495K
|
129K
$9.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.96K+ 114.47% |
$454K - $495K
|
13K
$924K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.91K+ 6.83% |
$451K - $492K
|
108K
$7.67M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.59KNew |
$430K - $469K
|
6.59K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.58KNew |
$429K - $468K
|
6.58K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.57K+ 1.25% |
$429K - $468K
|
533K
$37.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.53K+ 123.88% |
$426K - $465K
|
11.8K
$837K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
6.28KNew |
$410K - $447K
|
6.28K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.23KNew |
$407K - $444K
|
6.23K
$442K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.16K+ 85.47% |
$402K - $438K
|
13.4K
$948K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.1K+ 13.07% |
$398K - $434K
|
52.8K
$3.74M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.09K+ 71.36% |
$397K - $433K
|
14.6K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
5.98K+ 95.63% |
$390K - $425K
|
12.2K
$867K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.86K+ 8.65% |
$383K - $417K
|
73.6K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.85KNew |
$382K - $417K
|
5.85K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
5.85K+ 13.41% |
$382K - $416K
|
49.5K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.63KNew |
$368K - $401K
|
5.63K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.61K+ 9.04% |
$366K - $399K
|
67.6K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
5.49K+ 18.4% |
$358K - $391K
|
35.3K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.46K+ 29.0% |
$356K - $389K
|
24.3K
$1.72M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.4KNew |
$352K - $384K
|
5.4K
$383K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.2K+ 5.91% |
$339K - $370K
|
93.1K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.17K+ 4.95% |
$337K - $368K
|
110K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5.14K+ 5.41% |
$336K - $366K
|
100K
$7.1M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.09K+ 20.14% |
$332K - $362K
|
30.4K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5KNew |
$326K - $356K
|
5K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.99KNew |
$326K - $355K
|
4.99K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.96K+ 36.24% |
$324K - $353K
|
18.6K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
4.91KNew |
$321K - $350K
|
4.91K
$349K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.66KNew |
$304K - $332K
|
4.66K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
4.59KNew |
$300K - $327K
|
4.59K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.43KNew |
$289K - $315K
|
4.43K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.38K+ 1.88% |
$286K - $312K
|
237K
$16.8M
|