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 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
15+ 24.59% |
$860 - $980
|
76
$5.19K
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
12+ 0.23% |
$688 - $784
|
5.32K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
11+ 0.01% |
$631 - $719
|
152K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10+ 0.29% |
$573 - $653
|
3.43K
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10+ 0.29% |
$573 - $653
|
3.51K
$239K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$573 - $653
|
8.21K
$560K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$516 - $588
|
9.41K
$642K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 0.03% |
$459 - $523
|
27.3K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
8+ 0.06% |
$459 - $523
|
13.6K
$930K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.12% |
$344 - $392
|
5.03K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4+ 0.08% |
$229 - $261
|
5.22K
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.07% |
$172 - $196
|
4.03K
$275K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.04% |
$115 - $131
|
5.5K
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.16% |
$115 - $131
|
1.24K
$84.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.02% |
$115 - $131
|
11.7K
$797K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.04% |
$115 - $131
|
4.84K
$330K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$57.3 - $65.3
|
4.37K
$298K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.57% |
$57.3 - $65.3
|
176
$12K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.0% |
$57.3 - $65.3
|
28.7K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.12% |
$57.3 - $65.3
|
830
$56.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.14% |
$57.3 - $65.3
|
729
$49.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3- 0.06% |
$172 - $196
|
4.84K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-7- 5.47% |
$401 - $457
|
121
$8.26K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-16- 8.16% |
$917 - $1.05K
|
180
$12.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-17- 0.5% |
$975 - $1.11K
|
3.39K
$231K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-21- 0.13% |
$1.2K - $1.37K
|
15.6K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-43- 0.82% |
$2.47K - $2.81K
|
5.23K
$357K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.27% |
$2.58K - $2.94K
|
3.51K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-46- 0.69% |
$2.64K - $3.01K
|
6.63K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-60- 8.36% |
$3.44K - $3.92K
|
658
$44.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-70- 1.29% |
$4.01K - $4.57K
|
5.36K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-113- 5.83% |
$6.48K - $7.38K
|
1.82K
$124K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-119- 1.29% |
$6.82K - $7.78K
|
9.12K
$622K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-127- 21.49% |
$7.28K - $8.3K
|
464
$31.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-166- 0.15% |
$9.52K - $10.8K
|
107K
$7.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-173- 0.49% |
$9.92K - $11.3K
|
34.8K
$2.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-174- 0.54% |
$9.98K - $11.4K
|
32.1K
$2.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-184- 2.46% |
$10.5K - $12K
|
7.31K
$499K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-224- 38.23% |
$12.8K - $14.6K
|
362
$24.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-229- 4.05% |
$13.1K - $15K
|
5.42K
$370K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-248- 1.86% |
$14.2K - $16.2K
|
13.1K
$891K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-256- 0.37% |
$14.7K - $16.7K
|
69.6K
$4.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-272- 0.22% |
$15.6K - $17.8K
|
122K
$8.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Providence First Trust CO
|
SELL
|
- |
-301- 0.36% |
$17.3K - $19.7K
|
82.6K
$5.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-348- 9.59% |
$20K - $22.7K
|
3.28K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-350- 5.06% |
$20.1K - $22.9K
|
6.57K
$448K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-370- 1.36% |
$21.2K - $24.2K
|
26.8K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-386- 7.32% |
$22.1K - $25.2K
|
4.89K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-392- 1.54% |
$22.5K - $25.6K
|
25K
$1.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-403- 7.18% |
$23.1K - $26.3K
|
5.21K
$355K
|