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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
702+ 0.77% |
$32.9K - $35.4K
|
91.9K
$6.27M
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
699+ 151.3% |
$32.7K - $35.3K
|
1.16K
$79.2K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
693+ 0.4% |
$32.4K - $35K
|
172K
$11.7M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
643+ 2.27% |
$30.1K - $32.4K
|
28.9K
$1.97M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 9.21% |
$29.4K - $31.7K
|
7.46K
$509K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
600New |
$28.1K - $30.3K
|
600
$40.9K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
600New |
$28.1K - $30.3K
|
600
$40.9K
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
590+ 0.8% |
$27.6K - $29.8K
|
74.4K
$5.08M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
499+ 8.91% |
$23.4K - $25.2K
|
6.1K
$416K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
454+ 57.04% |
$21.2K - $22.9K
|
1.25K
$85.3K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
376+ 8.59% |
$17.6K - $19K
|
4.75K
$324K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
369New |
$17.3K - $18.6K
|
369
$25.2K
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
339+ 3.25% |
$15.9K - $17.1K
|
10.8K
$735K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
335New |
$15.7K - $16.9K
|
335
$22.9K
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
334+ 7.29% |
$15.6K - $16.9K
|
4.91K
$335K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
331+ 6.16% |
$15.5K - $16.7K
|
5.7K
$389K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
319+ 5.89% |
$14.9K - $16.1K
|
5.74K
$391K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
314+ 14.27% |
$14.7K - $15.8K
|
2.51K
$172K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
300+ 1.95% |
$14K - $15.1K
|
15.7K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 0.72% |
$14K - $15.1K
|
41.7K
$2.85M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
276+ 2.57% |
$12.9K - $13.9K
|
11K
$751K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
260+ 84.97% |
$12.2K - $13.1K
|
566
$38.6K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
258New |
$12.1K - $13K
|
258
$17.6K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
244+ 4.74% |
$11.4K - $12.3K
|
5.4K
$368K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
201+ 2.24% |
$9.41K - $10.1K
|
9.19K
$627K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
179+ 2.04% |
$8.38K - $9.03K
|
8.97K
$612K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
176New |
$8.24K - $8.88K
|
176
$12K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
153+ 0.09% |
$7.16K - $7.72K
|
164K
$11.2M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
144+ 0.37% |
$6.74K - $7.26K
|
38.8K
$2.65M
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
140+ 2.23% |
$6.55K - $7.06K
|
6.41K
$438K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
137+ 3.1% |
$6.41K - $6.91K
|
4.55K
$310K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 1.25% |
$5.99K - $6.46K
|
10.4K
$710K
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
127+ 0.37% |
$5.94K - $6.41K
|
34.7K
$2.37M
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
110+ 0.24% |
$5.15K - $5.55K
|
45.9K
$3.13M
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
90New |
$4.21K - $4.54K
|
90
$6.14K
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
67+ 0.71% |
$3.14K - $3.38K
|
9.54K
$651K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54+ 0.0% |
$2.53K - $2.72K
|
1.39M
$94.9M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43+ 1.85% |
$2.01K - $2.17K
|
2.36K
$161K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
40New |
$1.87K - $2.02K
|
40
$2.73K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
40New |
$1.87K - $2.02K
|
40
$2.73K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
39New |
$1.83K - $1.97K
|
39
$2.66K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 1.35% |
$1.78K - $1.92K
|
2.85K
$195K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
32+ 43.24% |
$1.5K - $1.61K
|
106
$7.23K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$1.4K - $1.51K
|
30
$2.05K
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
29+ 0.56% |
$1.36K - $1.46K
|
5.22K
$356K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$796 - $858
|
17
$1.16K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17+ 0.11% |
$796 - $858
|
15.2K
$1.04M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7New |
$328 - $353
|
7
$478
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7+ 0.12% |
$328 - $353
|
6.02K
$411K
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7+ 0.13% |
$328 - $353
|
5.5K
$375K
|