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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
92+ 135.29% |
$6K - $6.55K
|
160
$11.3K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
89New |
$5.81K - $6.34K
|
89
$6.31K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
78+ 1.52% |
$5.09K - $5.55K
|
5.21K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76+ 6.78% |
$4.96K - $5.41K
|
1.2K
$84.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
73+ 0.48% |
$4.76K - $5.2K
|
15.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
73+ 6.48% |
$4.76K - $5.2K
|
1.2K
$85.1K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
63+ 0.81% |
$4.11K - $4.48K
|
7.87K
$558K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62+ 1.5% |
$4.05K - $4.41K
|
4.19K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
61+ 0.3% |
$3.98K - $4.34K
|
20.2K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
59+ 0.79% |
$3.85K - $4.2K
|
7.57K
$537K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
57+ 0.94% |
$3.72K - $4.06K
|
6.11K
$433K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
47New |
$3.07K - $3.35K
|
47
$3.33K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
44+ 0.48% |
$2.87K - $3.13K
|
9.15K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 18.97% |
$2.87K - $3.13K
|
276
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 1.37% |
$2.81K - $3.06K
|
3.18K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
43+ 0.16% |
$2.81K - $3.06K
|
27.3K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$2.22K - $2.42K
|
34
$2.41K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33+ 0.02% |
$2.15K - $2.35K
|
160K
$11.4M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
30+ 100.0% |
$1.96K - $2.14K
|
60
$4.26K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.38% |
$1.7K - $1.85K
|
6.87K
$487K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25New |
$1.63K - $1.78K
|
25
$1.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21+ 0.2% |
$1.37K - $1.49K
|
10.3K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21+ 0.09% |
$1.37K - $1.49K
|
23.4K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19New |
$1.24K - $1.35K
|
19
$1.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
13+ 0.24% |
$849 - $925
|
5.35K
$380K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
12+ 0.21% |
$783 - $854
|
5.65K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
10+ 0.1% |
$653 - $712
|
9.62K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
9+ 0.26% |
$587 - $641
|
3.46K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9+ 0.1% |
$587 - $641
|
9.37K
$665K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.09% |
$522 - $569
|
8.49K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7+ 0.05% |
$457 - $498
|
13.2K
$934K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
6+ 0.05% |
$392 - $427
|
12.7K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5+ 0.12% |
$326 - $356
|
4.19K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.0% |
$261 - $285
|
95.1K
$6.74M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$261 - $285
|
5.23K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.09% |
$196 - $214
|
3.21K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.04% |
$131 - $142
|
4.85K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.01% |
$65.3 - $71.2
|
9.31K
$661K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1+ 0.01% |
$65.3 - $71.2
|
11.2K
$792K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.56% |
$65.3 - $71.2
|
178
$12.6K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-6- 2.33% |
$392 - $427
|
252
$17.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-6- 1.5% |
$392 - $427
|
395
$28K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 63.64% |
$457 - $498
|
4
$284
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10- 0.2% |
$653 - $712
|
4.87K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10- 0.2% |
$653 - $712
|
4.99K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-11- 0.31% |
$718 - $783
|
3.51K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 0.39% |
$979 - $1.07K
|
3.85K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-18- 0.47% |
$1.17K - $1.28K
|
3.78K
$268K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-25- 0.66% |
$1.63K - $1.78K
|
3.79K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-29- 0.95% |
$1.89K - $2.06K
|
3.04K
$216K
|