Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2024. 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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9M+ 1479.46% |
$680M - $775M
|
12.7M
$864M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.9MNew |
$109M - $124M
|
1.9M
$129M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 43.46% |
$80.3M - $91.5M
|
4.62M
$316M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.4M+ 43.46% |
$80.3M - $91.5M
|
4.62M
$316M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
825K+ 12.18% |
$47.3M - $53.9M
|
7.6M
$519M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
580K+ 2233.49% |
$33.3M - $37.9M
|
606K
$41.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
563KNew |
$32.3M - $36.8M
|
563K
$38.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
480K+ 20.79% |
$27.5M - $31.4M
|
2.79M
$190M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
479K+ 6.87% |
$27.5M - $31.3M
|
7.46M
$509M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
436K+ 117.05% |
$25M - $28.5M
|
809K
$55.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
405K+ 6.12% |
$23.2M - $26.5M
|
7.02M
$479M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
396K+ 540.44% |
$22.7M - $25.8M
|
469K
$32M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
365K+ 9684.42% |
$20.9M - $23.8M
|
369K
$25.2M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
318KNew |
$18.2M - $20.7M
|
318K
$21.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
281KNew |
$16.1M - $18.3M
|
281K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
242K+ 7.22% |
$13.9M - $15.8M
|
3.59M
$245M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
174K+ 21.72% |
$9.99M - $11.4M
|
976K
$66.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
166K+ 924.38% |
$9.52M - $10.9M
|
184K
$12.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
154K+ 33.34% |
$8.83M - $10.1M
|
616K
$42.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
153K+ 22.86% |
$8.76M - $9.98M
|
821K
$56M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
130K+ 481.31% |
$7.46M - $8.5M
|
157K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
120K+ 2642.74% |
$6.9M - $7.86M
|
125K
$8.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
114K+ 662.78% |
$6.56M - $7.47M
|
132K
$8.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
106KNew |
$6.07M - $6.92M
|
106K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
88.1K+ 454.59% |
$5.05M - $5.76M
|
107K
$7.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81.6K+ 44.08% |
$4.68M - $5.33M
|
267K
$18.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76.2K+ 5.82% |
$4.37M - $4.98M
|
1.39M
$94.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
76.1K+ 85.46% |
$4.36M - $4.97M
|
165K
$11.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.3K+ 7.87% |
$4.26M - $4.85M
|
1.02M
$69.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
70.5K+ 76.93% |
$4.04M - $4.6M
|
162K
$11.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
67.1KNew |
$3.85M - $4.39M
|
67.1K
$4.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
59.3K+ 19.89% |
$3.4M - $3.88M
|
358K
$24.4M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
58.8KNew |
$3.37M - $3.84M
|
58.8K
$4.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
58K+ 42.28% |
$3.32M - $3.79M
|
195K
$13.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
55.6K+ 4.71% |
$3.19M - $3.63M
|
1.24M
$84.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.4K+ 32.02% |
$2.95M - $3.36M
|
212K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.1K+ 23.47% |
$2.87M - $3.27M
|
264K
$18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.1K+ 1.3% |
$2.7M - $3.08M
|
3.68M
$251M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
41.5K+ 36.68% |
$2.38M - $2.71M
|
155K
$10.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
39.7K+ 102.21% |
$2.28M - $2.59M
|
78.6K
$5.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37.9K+ 33.78% |
$2.17M - $2.48M
|
150K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
37.6K+ 8.06% |
$2.16M - $2.46M
|
504K
$34.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
37.2K+ 363.21% |
$2.13M - $2.43M
|
47.4K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
36.1K+ 6.31% |
$2.07M - $2.36M
|
609K
$41.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
35.8KNew |
$2.06M - $2.34M
|
35.8K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
33.9K+ 13.91% |
$1.94M - $2.21M
|
277K
$18.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
31.8K+ 11.26% |
$1.82M - $2.08M
|
314K
$21.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
30.7KNew |
$1.76M - $2M
|
30.7K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
30.1K+ 17.03% |
$1.72M - $1.96M
|
207K
$14.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
29.8KNew |
$1.71M - $1.95M
|
29.8K
$2.04M
|