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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-370- 1.36% |
$21.2K - $24.2K
|
26.8K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-386- 7.32% |
$22.1K - $25.2K
|
4.89K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-392- 1.54% |
$22.5K - $25.6K
|
25K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-403- 7.18% |
$23.1K - $26.3K
|
5.21K
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-410- 0.91% |
$23.5K - $26.8K
|
44.6K
$2.93M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-422- 76.45% |
$24.2K - $27.6K
|
130
$8.54K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-461- 3.11% |
$26.4K - $30.1K
|
14.3K
$942K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-461- 3.11% |
$26.4K - $30.1K
|
14.3K
$942K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-462- 1.46% |
$26.5K - $30.2K
|
31.2K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-466- 5.39% |
$26.7K - $30.4K
|
8.18K
$537K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-485- 1.99% |
$27.8K - $31.7K
|
23.8K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-510- 6.71% |
$29.2K - $33.3K
|
7.09K
$466K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-513- 1.12% |
$29.4K - $33.5K
|
45.4K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-513- 29.86% |
$29.4K - $33.5K
|
1.21K
$79.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-518- 3.18% |
$29.7K - $33.8K
|
15.8K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-532- 2.21% |
$30.5K - $34.8K
|
23.6K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-551- 5.3% |
$31.6K - $36K
|
9.84K
$646K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-556- 0.46% |
$31.9K - $36.3K
|
119K
$7.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-593- 0.84% |
$34K - $38.7K
|
70.2K
$4.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-599- 2.32% |
$34.3K - $39.1K
|
25.2K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-609- 0.31% |
$34.9K - $39.8K
|
193K
$12.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-610- 4.93% |
$35K - $39.9K
|
11.8K
$773K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-667- 2.02% |
$38.2K - $43.6K
|
32.4K
$2.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-683- 74.64% |
$39.2K - $44.6K
|
232
$15.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-715- 92.02% |
$41K - $46.7K
|
62
$4.07K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-725- 5.61% |
$41.6K - $47.4K
|
12.2K
$801K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-740- 44.15% |
$42.4K - $48.4K
|
936
$61.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-770- 7.5% |
$44.1K - $50.3K
|
9.49K
$624K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-775- 4.03% |
$44.4K - $50.6K
|
18.5K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-810- 4.15% |
$46.4K - $52.9K
|
18.7K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-940- 21.39% |
$53.9K - $61.4K
|
3.46K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-948- 20.78% |
$54.3K - $61.9K
|
3.62K
$237K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-1K- 1.77% |
$57.3K - $65.3K
|
55.4K
$3.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1K- 7.1% |
$57.3K - $65.3K
|
13.1K
$860K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.08K- 2.05% |
$61.8K - $70.4K
|
51.5K
$3.38M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.17K- 1.81% |
$67K - $76.3K
|
63.5K
$4.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.24K- 0.75% |
$70.9K - $80.8K
|
164K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 5.59% |
$76K - $86.6K
|
22.4K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.33K- 5.02% |
$76.1K - $86.7K
|
25.1K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 8.75% |
$83.4K - $95.1K
|
15.2K
$997K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.46K- 3.37% |
$83.6K - $95.3K
|
41.8K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.55K- 11.4% |
$88.9K - $101K
|
12.1K
$791K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.57K- 5.41% |
$90.1K - $103K
|
27.5K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.66K- 5.45% |
$95.2K - $109K
|
28.8K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.77K- 18.89% |
$101K - $115K
|
7.59K
$498K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.85K- 4.63% |
$106K - $121K
|
38.2K
$2.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.94K- 2.37% |
$111K - $127K
|
80.1K
$5.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.95K- 1.37% |
$112K - $128K
|
140K
$9.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.97K- 50.05% |
$113K - $128K
|
1.96K
$129K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 45.01% |
$117K - $133K
|
2.49K
$163K
|