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 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.1% |
$234 - $252
|
5.05K
$357K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$187 - $202
|
4
$283
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.32% |
$140 - $151
|
936
$66.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$93.6 - $101
|
822
$58.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.05% |
$46.8 - $50.5
|
2.2K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 0.32% |
$421 - $454
|
2.85K
$202K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9- 0.02% |
$421 - $454
|
48.3K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22- 0.15% |
$1.03K - $1.11K
|
14.7K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-33- 0.17% |
$1.54K - $1.66K
|
19.3K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-38- 0.36% |
$1.78K - $1.92K
|
10.6K
$748K
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-41- 0.53% |
$1.92K - $2.07K
|
7.73K
$548K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 3.66% |
$2.11K - $2.27K
|
1.18K
$83.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-63- 1.43% |
$2.95K - $3.18K
|
4.35K
$308K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-63- 0.85% |
$2.95K - $3.18K
|
7.38K
$522K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-95- 2.46% |
$4.45K - $4.79K
|
3.76K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 1.46% |
$4.68K - $5.05K
|
6.73K
$476K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-127- 1.82% |
$5.94K - $6.41K
|
6.84K
$484K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 0.37% |
$6.41K - $6.91K
|
36.6K
$2.59M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-149- 0.51% |
$6.97K - $7.52K
|
29.3K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-160- 2.07% |
$7.49K - $8.07K
|
7.57K
$536K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-170- 0.6% |
$7.96K - $8.58K
|
28.2K
$1.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-176- 4.44% |
$8.24K - $8.88K
|
3.79K
$269K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.15% |
$8.38K - $9.03K
|
15.4K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-187- 1.17% |
$8.75K - $9.43K
|
15.9K
$1.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200- 2.76% |
$9.36K - $10.1K
|
7.04K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-240- 1.25% |
$11.2K - $12.1K
|
19K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-266- 2.1% |
$12.4K - $13.4K
|
12.4K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-296- 0.43% |
$13.9K - $14.9K
|
68.6K
$4.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-350- 4.7% |
$16.4K - $17.7K
|
7.1K
$503K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-351- 7.88% |
$16.4K - $17.7K
|
4.11K
$291K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-365- 52.14% |
$17.1K - $18.4K
|
335
$23.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-406- 7.01% |
$19K - $20.5K
|
5.38K
$381K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-434- 7.99% |
$20.3K - $21.9K
|
5K
$354K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-455- 4.0% |
$21.3K - $23K
|
10.9K
$773K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-482- 4.95% |
$22.6K - $24.3K
|
9.26K
$656K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-496- 0.97% |
$23.2K - $25K
|
50.6K
$3.58M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-561- 0.56% |
$26.3K - $28.3K
|
99.2K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-604- 10.04% |
$28.3K - $30.5K
|
5.41K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-632- 12.17% |
$29.6K - $31.9K
|
4.56K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-641- 6.04% |
$30K - $32.3K
|
9.98K
$707K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-659- 2.81% |
$30.8K - $33.2K
|
22.8K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-680- 3.19% |
$31.8K - $34.3K
|
20.6K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-716- 7.25% |
$33.5K - $36.1K
|
9.15K
$648K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-741- 1.42% |
$34.7K - $37.4K
|
51.3K
$3.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-792- 1.88% |
$37.1K - $40K
|
41.3K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-800- 2.64% |
$37.4K - $40.4K
|
29.5K
$2.09M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-811- 2.7% |
$38K - $40.9K
|
29.2K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-978- 17.78% |
$45.8K - $49.3K
|
4.52K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.12K- 13.98% |
$52.4K - $56.5K
|
6.88K
$487K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.27K- 19.2% |
$59.4K - $64K
|
5.34K
$378K
|