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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30- 0.18% |
$1.96K - $2.14K
|
16.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-30- 0.19% |
$1.96K - $2.14K
|
15.4K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-32- 0.64% |
$2.09K - $2.28K
|
4.95K
$351K
|
|
|
May 12, 2025
Q1 2025
|
Barnett & Company, Inc.
|
SELL
|
- |
-35- 1.09% |
$2.28K - $2.49K
|
3.17K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 0.37% |
$2.94K - $3.2K
|
12.1K
$857K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-72- 0.1% |
$4.7K - $5.12K
|
75.1K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-80- 0.57% |
$5.22K - $5.69K
|
13.9K
$986K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-93- 0.6% |
$6.07K - $6.62K
|
15.4K
$1.09M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-102- 3.16% |
$6.66K - $7.26K
|
3.13K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-102- 12.19% |
$6.66K - $7.26K
|
735
$52.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-105- 2.69% |
$6.85K - $7.47K
|
3.8K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-114- 9.79% |
$7.44K - $8.11K
|
1.05K
$74.5K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-147- 4.07% |
$9.59K - $10.5K
|
3.47K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-149- 1.18% |
$9.73K - $10.6K
|
12.5K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-150- 10.01% |
$9.79K - $10.7K
|
1.35K
$95.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-154- 2.27% |
$10.1K - $11K
|
6.63K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-174- 3.21% |
$11.4K - $12.4K
|
5.25K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-175- 0.48% |
$11.4K - $12.5K
|
36.2K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-200- 3.59% |
$13.1K - $14.2K
|
5.38K
$381K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-207- 1.07% |
$13.5K - $14.7K
|
19.1K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-224- 42.83% |
$14.6K - $15.9K
|
299
$21.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-227- 0.48% |
$14.8K - $16.2K
|
47.1K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-234- 4.81% |
$15.3K - $16.7K
|
4.63K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-247- 1.33% |
$16.1K - $17.6K
|
18.4K
$1.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-305- 2.89% |
$19.9K - $21.7K
|
10.3K
$728K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-327- 26.27% |
$21.3K - $23.3K
|
918
$65.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-341- 1.18% |
$22.3K - $24.3K
|
28.5K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-361- 6.13% |
$23.6K - $25.7K
|
5.53K
$392K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-400- 9.47% |
$26.1K - $28.5K
|
3.82K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-414- 0.72% |
$27K - $29.5K
|
57.1K
$4.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-421- 9.78% |
$27.5K - $30K
|
3.88K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-463- 3.22% |
$30.2K - $33K
|
13.9K
$986K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-483- 3.01% |
$31.5K - $34.4K
|
15.6K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-500- 8.97% |
$32.6K - $35.6K
|
5.07K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-500- 2.74% |
$32.6K - $35.6K
|
17.8K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-527- 50.0% |
$34.4K - $37.5K
|
527
$37.4K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-529- 3.94% |
$34.5K - $37.7K
|
12.9K
$916K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-539- 0.46% |
$35.2K - $38.4K
|
116K
$8.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-593- 9.44% |
$38.7K - $42.2K
|
5.69K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-600- 4.4% |
$39.2K - $42.7K
|
13K
$924K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-607- 5.73% |
$39.6K - $43.2K
|
10K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-620- 3.26% |
$40.5K - $44.1K
|
18.4K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-685- 0.94% |
$44.7K - $48.8K
|
71.9K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-686- 5.14% |
$44.8K - $48.8K
|
12.7K
$898K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-687- 0.68% |
$44.8K - $48.9K
|
101K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-691- 2.07% |
$45.1K - $49.2K
|
32.6K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-718- 8.95% |
$46.9K - $51.1K
|
7.3K
$518K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-770- 1.42% |
$50.3K - $54.8K
|
53.6K
$3.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-778- 7.42% |
$50.8K - $55.4K
|
9.71K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-781- 7.98% |
$51K - $55.6K
|
9.01K
$639K
|