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 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
448+ 10.48% |
$29.2K - $31.9K
|
4.72K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
418+ 0.8% |
$27.3K - $29.8K
|
52.8K
$3.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
404+ 8.7% |
$26.4K - $28.8K
|
5.05K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
404+ 7.5% |
$26.4K - $28.8K
|
5.79K
$411K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
371+ 8.05% |
$24.2K - $26.4K
|
4.98K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
369+ 8.17% |
$24.1K - $26.3K
|
4.89K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
368+ 2.86% |
$24K - $26.2K
|
13.2K
$937K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
360+ 2.99% |
$23.5K - $25.6K
|
12.4K
$879K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356+ 4.1% |
$23.2K - $25.3K
|
9.03K
$641K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
350+ 1.07% |
$22.8K - $24.9K
|
33K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
335New |
$21.9K - $23.8K
|
335
$23.8K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
330+ 1222.22% |
$21.5K - $23.5K
|
357
$25.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
315+ 6.62% |
$20.6K - $22.4K
|
5.08K
$360K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
312+ 1.06% |
$20.4K - $22.2K
|
29.8K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
310+ 4.79% |
$20.2K - $22.1K
|
6.78K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
305+ 60.52% |
$19.9K - $21.7K
|
809
$57.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
286+ 0.62% |
$18.7K - $20.4K
|
46.3K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
278+ 0.41% |
$18.1K - $19.8K
|
67.9K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
277+ 5.11% |
$18.1K - $19.7K
|
5.7K
$404K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
275+ 26.54% |
$17.9K - $19.6K
|
1.31K
$93K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
267+ 4.04% |
$17.4K - $19K
|
6.88K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
251New |
$16.4K - $17.9K
|
251
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
251New |
$16.4K - $17.9K
|
251
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
230+ 115.0% |
$15K - $16.4K
|
430
$30.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
228+ 5.78% |
$14.9K - $16.2K
|
4.18K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
217+ 1.94% |
$14.2K - $15.4K
|
11.4K
$808K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
216+ 0.3% |
$14.1K - $15.4K
|
73.4K
$5.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
204+ 2.47% |
$13.3K - $14.5K
|
8.46K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
204New |
$13.3K - $14.5K
|
204
$14.5K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
194+ 4.37% |
$12.7K - $13.8K
|
4.63K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
178New |
$11.6K - $12.7K
|
178
$12.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
169+ 3.07% |
$11K - $12K
|
5.68K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
168+ 0.1% |
$11K - $12K
|
164K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
167New |
$10.9K - $11.9K
|
167
$11.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
165New |
$10.8K - $11.7K
|
165
$11.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
159+ 0.15% |
$10.4K - $11.3K
|
107K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
155+ 4.6% |
$10.1K - $11K
|
3.52K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
153New |
$9.99K - $10.9K
|
153
$10.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
152+ 2.82% |
$9.92K - $10.8K
|
5.55K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
151New |
$9.86K - $10.7K
|
151
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
150New |
$9.79K - $10.7K
|
150
$10.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
145+ 2.97% |
$9.46K - $10.3K
|
5.02K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
141New |
$9.2K - $10K
|
141
$10K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
130+ 0.29% |
$8.49K - $9.25K
|
44.2K
$3.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
124+ 3.04% |
$8.09K - $8.83K
|
4.21K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
117+ 1.1% |
$7.64K - $8.33K
|
10.8K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
112+ 1.6% |
$7.31K - $7.97K
|
7.1K
$504K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.53K - $7.12K
|
100
$7.09K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
96+ 0.53% |
$6.27K - $6.83K
|
18K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
96+ 0.92% |
$6.27K - $6.83K
|
10.5K
$745K
|