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 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.36K+ 73.64% |
$285K - $311K
|
10.3K
$730K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.33K+ 19.11% |
$283K - $308K
|
27K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.29K+ 28.7% |
$280K - $305K
|
19.2K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.28K+ 96.03% |
$279K - $305K
|
8.73K
$619K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.21K+ 16.83% |
$275K - $300K
|
29.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.2KNew |
$274K - $299K
|
4.2K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.13K+ 103300.0% |
$270K - $294K
|
4.14K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.01KNew |
$261K - $285K
|
4.01K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.98K+ 1.87% |
$260K - $283K
|
217K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
3.94K+ 2.96% |
$257K - $281K
|
137K
$9.73M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 119.08% |
$254K - $277K
|
7.16K
$508K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.84KNew |
$250K - $273K
|
3.84K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.82K+ 6.86% |
$249K - $272K
|
59.5K
$4.22M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.75K+ 1.76% |
$245K - $267K
|
217K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.62K+ 10.62% |
$236K - $258K
|
37.7K
$2.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.57KNew |
$233K - $254K
|
3.57K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.49K+ 13.91% |
$228K - $248K
|
28.6K
$2.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.44K+ 114.5% |
$224K - $245K
|
6.44K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.32K+ 2.75% |
$216K - $236K
|
124K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.29K+ 17.49% |
$215K - $234K
|
22.1K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.18K+ 28.09% |
$207K - $226K
|
14.5K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.15K+ 2.18% |
$205K - $224K
|
148K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.12KNew |
$204K - $222K
|
3.12K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.07KNew |
$200K - $219K
|
3.07K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.02K+ 9.45% |
$197K - $215K
|
35K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.01K+ 48.51% |
$197K - $214K
|
9.22K
$654K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.99K+ 8.05% |
$195K - $213K
|
40.1K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.84K+ 1.73% |
$185K - $202K
|
167K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.82K+ 15.28% |
$184K - $201K
|
21.3K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2.82K+ 0.71% |
$184K - $201K
|
398K
$28.2M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.74K+ 55.94% |
$179K - $195K
|
7.64K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.72K+ 1.76% |
$177K - $193K
|
157K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.58K+ 22.35% |
$169K - $184K
|
14.1K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.53K+ 17.65% |
$165K - $180K
|
16.9K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.52K+ 9.44% |
$165K - $179K
|
29.2K
$2.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 0.97% |
$163K - $178K
|
261K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.47K+ 56.48% |
$161K - $176K
|
6.84K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.37K+ 1.08% |
$155K - $169K
|
222K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.25K+ 29.24% |
$147K - $160K
|
9.94K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.14KNew |
$140K - $152K
|
2.14K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.98K+ 51.23% |
$129K - $141K
|
5.85K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.95K+ 18.84% |
$127K - $139K
|
12.3K
$873K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.95K+ 2.7% |
$127K - $139K
|
74.2K
$5.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.85K+ 8.07% |
$121K - $132K
|
24.8K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.84K+ 42.4% |
$120K - $131K
|
6.19K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.79K+ 23.68% |
$117K - $127K
|
9.33K
$662K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.75K+ 2.7% |
$114K - $124K
|
66.3K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.61KNew |
$105K - $115K
|
1.61K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.6K+ 2.62% |
$105K - $114K
|
62.8K
$4.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.57K+ 1.95% |
$102K - $112K
|
82.1K
$5.82M
|