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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.28K- 0.88% |
$60.1K - $64.8K
|
145K
$9.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.5K- 5.28% |
$70.1K - $75.6K
|
26.9K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 37.81% |
$71.1K - $76.7K
|
2.5K
$172K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.55K- 1.04% |
$72.4K - $78K
|
148K
$10.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.67K- 5.07% |
$78.2K - $84.3K
|
31.3K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.79K- 10.05% |
$83.5K - $90.1K
|
16K
$1.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.81K- 2.09% |
$84.8K - $91.4K
|
84.8K
$5.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 8.5% |
$84.8K - $91.5K
|
19.5K
$1.35M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.95K- 4.15% |
$91K - $98.1K
|
44.9K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-2.18K- 3.32% |
$102K - $110K
|
63.5K
$4.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-2.25K- 2.14% |
$105K - $114K
|
103K
$7.09M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-2.27K- 15.35% |
$106K - $115K
|
12.5K
$864K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.29K- 28.9% |
$107K - $116K
|
5.63K
$388K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.48K- 10.22% |
$116K - $125K
|
21.7K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 28.89% |
$116K - $126K
|
6.12K
$422K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.56K- 14.58% |
$120K - $129K
|
15K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.71K- 6.04% |
$127K - $136K
|
42.1K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.72K- 72.27% |
$127K - $137K
|
1.05K
$72.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.72K- 1.59% |
$127K - $137K
|
169K
$11.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.77K- 24.33% |
$129K - $140K
|
8.61K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.85K- 2.89% |
$133K - $144K
|
95.8K
$6.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 59.54% |
$139K - $150K
|
2.02K
$139K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.03K- 95.95% |
$142K - $153K
|
128
$8.83K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.43K- 1.26% |
$160K - $173K
|
268K
$18.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.58K- 11.73% |
$168K - $181K
|
26.9K
$1.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-4.07K- 0.45% |
$191K - $205K
|
896K
$61.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.18K- 1.76% |
$196K - $211K
|
233K
$16.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.37K- 20.61% |
$204K - $220K
|
16.8K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.4K- 4.28% |
$206K - $222K
|
98.3K
$6.78M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.4K- 0.23% |
$206K - $222K
|
1.88M
$129M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.45K- 6.0% |
$208K - $224K
|
69.7K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.64K- 11.66% |
$217K - $234K
|
35.2K
$2.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-5.25K- 1.54% |
$246K - $265K
|
336K
$23.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-5.3K- 56.28% |
$248K - $267K
|
4.12K
$284K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.91K- 14.66% |
$277K - $298K
|
34.4K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.11K- 21.45% |
$286K - $308K
|
22.4K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-6.63K- 2.15% |
$310K - $335K
|
302K
$20.9M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.93K- 11.15% |
$325K - $350K
|
55.3K
$3.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-7K- 33.02% |
$328K - $353K
|
14.2K
$979K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-7.57K- 54.09% |
$354K - $382K
|
6.42K
$443K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-8.08K- 48.46% |
$378K - $408K
|
8.59K
$592K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-9.69K- 58.62% |
$453K - $489K
|
6.84K
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9.9K- 53.98% |
$463K - $500K
|
8.44K
$582K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.5K- 25.89% |
$490K - $528K
|
30K
$2.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-11.4K- 25.23% |
$532K - $573K
|
33.7K
$2.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.9K- 18.01% |
$557K - $600K
|
54.2K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-13K- 5.29% |
$606K - $654K
|
232K
$16M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.4K- 7.49% |
$627K - $676K
|
165K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13.7K- 23.86% |
$643K - $693K
|
43.8K
$3.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 9.12% |
$730K - $787K
|
155K
$10.7M
|