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 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.6K+ 7.04% |
$435K - $496K
|
116K
$7.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.97KNew |
$400K - $455K
|
6.97K
$481K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.63KNew |
$380K - $433K
|
6.63K
$457K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.41KNew |
$367K - $419K
|
6.41K
$442K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.29KNew |
$361K - $411K
|
6.29K
$434K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.02K+ 3.67% |
$345K - $393K
|
170K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.91K+ 344.66% |
$339K - $386K
|
7.63K
$526K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.61KNew |
$322K - $366K
|
5.61K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.4K+ 1.86% |
$310K - $353K
|
295K
$20.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.39K+ 124.98% |
$309K - $352K
|
9.71K
$670K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.36K+ 18.87% |
$307K - $350K
|
33.7K
$2.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
5.33K+ 3.14% |
$305K - $348K
|
175K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.3K+ 19.19% |
$304K - $346K
|
32.9K
$2.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.16K+ 192.07% |
$296K - $337K
|
7.85K
$541K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.15K+ 2.53% |
$295K - $337K
|
209K
$14.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5.07K+ 54.87% |
$290K - $331K
|
14.3K
$986K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.05KNew |
$289K - $330K
|
5.05K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.96K+ 2.56% |
$284K - $324K
|
199K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.96K+ 11.78% |
$284K - $324K
|
47K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.92K+ 133.49% |
$282K - $321K
|
8.6K
$593K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.74KNew |
$272K - $310K
|
4.74K
$327K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
4.68K+ 48.88% |
$268K - $306K
|
14.3K
$983K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.58K+ 23.31% |
$262K - $299K
|
24.2K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.54K+ 47.54% |
$260K - $296K
|
14.1K
$971K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.49K+ 10.73% |
$257K - $293K
|
46.3K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.44KNew |
$254K - $290K
|
4.44K
$306K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
4.37KNew |
$251K - $286K
|
4.37K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 194.0% |
$250K - $285K
|
6.62K
$456K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.35K+ 6.28% |
$250K - $284K
|
73.7K
$5.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.33KNew |
$248K - $283K
|
4.33K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
4.3K+ 2.96% |
$246K - $281K
|
150K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.26K+ 1.42% |
$244K - $279K
|
306K
$21.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.24KNew |
$243K - $277K
|
4.24K
$292K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.18KNew |
$240K - $273K
|
4.18K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.17K+ 109.56% |
$239K - $272K
|
7.98K
$550K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.12K+ 9.96% |
$236K - $269K
|
45.5K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.01K+ 763.12% |
$230K - $262K
|
4.54K
$313K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.01KNew |
$230K - $262K
|
4.01K
$276K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.94K+ 10.47% |
$226K - $257K
|
41.6K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.85KNew |
$221K - $251K
|
3.85K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.79KNew |
$217K - $248K
|
3.79K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.69K+ 3.6% |
$212K - $241K
|
106K
$7.33M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.66KNew |
$210K - $239K
|
3.66K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.6K+ 22.12% |
$207K - $235K
|
19.9K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 34.7% |
$199K - $227K
|
13.5K
$929K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
3.46KNew |
$199K - $226K
|
3.46K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46KNew |
$198K - $226K
|
3.46K
$239K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.3KNew |
$189K - $216K
|
3.3K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.3KNew |
$189K - $216K
|
3.3K
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.29KNew |
$189K - $215K
|
3.29K
$227K
|