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 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 23.17% |
$102K - $111K
|
8.32K
$590K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5K+ 37.84% |
$97.9K - $107K
|
5.46K
$388K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.42K+ 1.19% |
$92.8K - $101K
|
120K
$8.54M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.39K+ 4.48% |
$90.8K - $99K
|
32.4K
$2.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.38K+ 10.95% |
$90.1K - $98.2K
|
14K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.37K+ 14.25% |
$89.4K - $97.4K
|
11K
$778K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.35K+ 16.24% |
$88.4K - $96.4K
|
9.69K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.3K+ 3.6% |
$84.7K - $92.3K
|
37.3K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.24K+ 14.87% |
$81K - $88.3K
|
9.58K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 35.08% |
$80.8K - $88.1K
|
4.77K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.23K+ 17.21% |
$80K - $87.2K
|
8.34K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.22K+ 36.55% |
$79.4K - $86.6K
|
4.54K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
1.21K+ 8.23% |
$78.8K - $86K
|
15.9K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 21.43% |
$77.9K - $84.9K
|
6.76K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 21.91% |
$77.8K - $84.8K
|
6.63K
$470K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.14KNew |
$74.4K - $81.1K
|
1.14K
$80.9K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.11KNew |
$72.7K - $79.3K
|
1.11K
$79K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.11K+ 0.74% |
$72.3K - $78.9K
|
151K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.1K+ 35.8% |
$71.8K - $78.3K
|
4.17K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.09K+ 1.57% |
$71.3K - $77.8K
|
70.9K
$5.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.04KNew |
$67.9K - $74K
|
1.04K
$73.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
980+ 1324.32% |
$64K - $69.8K
|
1.05K
$74.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
953+ 21.8% |
$62.2K - $67.8K
|
5.33K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
936+ 3.81% |
$61.1K - $66.6K
|
25.5K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
906+ 4.06% |
$59.1K - $64.5K
|
23.2K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
893+ 2.4% |
$58.3K - $63.6K
|
38K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
873+ 3.67% |
$57K - $62.1K
|
24.7K
$1.75M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
822+ 17.21% |
$53.7K - $58.5K
|
5.6K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
808+ 2.87% |
$52.7K - $57.5K
|
29K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
805+ 8.35% |
$52.5K - $57.3K
|
10.4K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
767+ 1.51% |
$50.1K - $54.6K
|
51.4K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
765New |
$49.9K - $54.5K
|
765
$54.3K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
725+ 3.86% |
$47.3K - $51.6K
|
19.5K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
718New |
$46.9K - $51.1K
|
718
$50.9K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
706+ 0.5% |
$46.1K - $50.3K
|
142K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
688+ 0.19% |
$44.9K - $49K
|
354K
$25.1M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
661+ 0.77% |
$43.1K - $47K
|
86.8K
$6.16M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
658New |
$42.9K - $46.8K
|
658
$46.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
637+ 1.99% |
$41.6K - $45.3K
|
32.7K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
637+ 5.49% |
$41.6K - $45.3K
|
12.2K
$869K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
632+ 6.92% |
$41.3K - $45K
|
9.77K
$693K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
628+ 697.78% |
$41K - $44.7K
|
718
$50.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
615+ 4.28% |
$40.1K - $43.8K
|
15K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
594New |
$38.8K - $42.3K
|
594
$42.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
581+ 14.43% |
$37.9K - $41.4K
|
4.61K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
572+ 1.85% |
$37.3K - $40.7K
|
31.6K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
550New |
$35.9K - $39.1K
|
550
$39K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
529+ 2.08% |
$34.5K - $37.7K
|
25.9K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$32.2K - $35.1K
|
493
$35K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
481+ 0.76% |
$31.4K - $34.2K
|
63.6K
$4.51M
|