Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.5K+ 234.89% |
$1.38M - $1.49M
|
42.1K
$2.9M
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
28.8K+ 53.53% |
$1.35M - $1.45M
|
82.6K
$5.69M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.5KNew |
$1.33M - $1.44M
|
28.5K
$1.97M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
28.2KNew |
$1.32M - $1.42M
|
28.2K
$1.94M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.7KNew |
$1.3M - $1.4M
|
27.7K
$1.91M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.5K+ 421.12% |
$1.29M - $1.39M
|
34.1K
$2.35M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
24.1K+ 47.26% |
$1.13M - $1.22M
|
75.2K
$5.19M
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23.2K+ 29.41% |
$1.08M - $1.17M
|
102K
$7.03M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1K+ 20.65% |
$896K - $966K
|
112K
$7.71M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.6KNew |
$870K - $938K
|
18.6K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
16.7KNew |
$784K - $845K
|
16.7K
$1.15M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.4K+ 2.82% |
$767K - $826K
|
598K
$41.2M
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
15.3KNew |
$716K - $772K
|
15.3K
$1.05M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$662K - $714K
|
14.2K
$976K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 17.54% |
$641K - $691K
|
91.8K
$6.33M
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
13.2K+ 0.8% |
$617K - $665K
|
1.67M
$115M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 147.04% |
$615K - $663K
|
22.1K
$1.52M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
12.4K+ 62.07% |
$582K - $628K
|
32.5K
$2.24M
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12K+ 2.27% |
$561K - $605K
|
541K
$37.3M
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11.8K+ 4.31% |
$554K - $597K
|
286K
$19.7M
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
11.6K+ 2.66% |
$541K - $584K
|
447K
$30.8M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 45.56% |
$477K - $514K
|
32.6K
$2.25M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
9.14K+ 12.53% |
$428K - $461K
|
82.1K
$5.66M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.79K+ 14.17% |
$412K - $444K
|
70.9K
$4.89M
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.31K+ 95.75% |
$389K - $419K
|
17K
$1.17M
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.98K+ 6.04% |
$373K - $402K
|
140K
$9.65M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.55KNew |
$353K - $381K
|
7.55K
$520K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
7.45KNew |
$349K - $376K
|
7.45K
$514K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.23KNew |
$338K - $365K
|
7.23K
$498K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7K+ 20.89% |
$328K - $353K
|
40.5K
$2.79M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7KNew |
$328K - $353K
|
7K
$483K
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.79KNew |
$318K - $343K
|
6.79K
$468K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.25K+ 13.56% |
$293K - $315K
|
52.4K
$3.61M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.25K+ 13.56% |
$293K - $315K
|
52.4K
$3.61M
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
6.04K+ 21.77% |
$283K - $305K
|
33.8K
$2.33M
|
|
Aug 04, 2023
Q2 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.9K+ 5.34% |
$276K - $298K
|
116K
$8.02M
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
5.9K+ 97.33% |
$276K - $298K
|
12K
$824K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.76KNew |
$269K - $290K
|
5.76K
$397K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
5.57K+ 34.65% |
$261K - $281K
|
21.7K
$1.49M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.51KNew |
$258K - $278K
|
5.51K
$380K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.51KNew |
$258K - $278K
|
5.51K
$380K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.33K+ 7.16% |
$249K - $269K
|
79.8K
$5.5M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.21KNew |
$244K - $263K
|
5.21K
$359K
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
5.15KNew |
$241K - $260K
|
5.15K
$355K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.1KNew |
$239K - $257K
|
5.1K
$352K
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.82KNew |
$226K - $243K
|
4.82K
$332K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.66KNew |
$218K - $235K
|
4.66K
$322K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.52K+ 10.7% |
$211K - $228K
|
46.7K
$3.22M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.41K+ 2.07% |
$206K - $222K
|
217K
$15M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.34KNew |
$203K - $219K
|
4.34K
$299K
|