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 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.16K- 37.98% |
$124K - $141K
|
3.53K
$250K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.26K- 5.35% |
$130K - $148K
|
40.1K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.28K- 9.49% |
$131K - $149K
|
21.7K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.43K- 11.87% |
$139K - $159K
|
18.1K
$1.28M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.44K- 2.68% |
$140K - $159K
|
88.5K
$6.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.45K- 0.65% |
$140K - $160K
|
376K
$26.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.49K- 2.21% |
$143K - $163K
|
110K
$7.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.49K- 5.08% |
$143K - $163K
|
46.6K
$3.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.8K- 12.58% |
$160K - $183K
|
19.4K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.88K- 38.73% |
$165K - $188K
|
4.55K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3K- 27.99% |
$172K - $196K
|
7.72K
$547K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.05K- 1.44% |
$175K - $199K
|
209K
$14.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.08K- 4.64% |
$176K - $201K
|
63.3K
$4.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.12K- 14.08% |
$179K - $204K
|
19.1K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-3.15K- 2.92% |
$180K - $205K
|
104K
$7.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.21K- 0.39% |
$184K - $210K
|
814K
$57.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.61K- 2.81% |
$207K - $236K
|
125K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.7K- 5.12% |
$212K - $242K
|
68.5K
$4.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.86K- 23.44% |
$221K - $252K
|
12.6K
$893K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.41K- 3.46% |
$253K - $288K
|
123K
$8.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.63K- 34.45% |
$265K - $302K
|
8.81K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.05K- 1.98% |
$290K - $330K
|
250K
$17.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.13K- 6.01% |
$294K - $335K
|
80.2K
$5.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.35K- 0.55% |
$307K - $350K
|
971K
$68.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.65K- 48.73% |
$324K - $369K
|
5.95K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.72K- 1.06% |
$328K - $373K
|
532K
$37.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.58K- 32.66% |
$377K - $430K
|
13.6K
$960K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2K- 16.55% |
$413K - $470K
|
36.3K
$2.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-8.63K- 5.25% |
$495K - $564K
|
156K
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8.77K- 10.8% |
$503K - $573K
|
72.5K
$5.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.93K- 4.17% |
$512K - $584K
|
205K
$14.5M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.12K- 19.35% |
$523K - $596K
|
38K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9.23K- 27.33% |
$529K - $603K
|
24.5K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-10.5K- 84.59% |
$604K - $689K
|
1.92K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.4K- 15.1% |
$765K - $872K
|
75.1K
$5.32M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.5K- 6.6% |
$830K - $946K
|
205K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.6K- 10.52% |
$839K - $956K
|
124K
$8.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-14.7K- 18.75% |
$845K - $963K
|
63.9K
$4.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.3K- 10.0% |
$993K - $1.13M
|
156K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-17.9K- 50.0% |
$1.03M - $1.17M
|
17.9K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 5.79% |
$1.12M - $1.28M
|
318K
$22.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-28.9K- 5.81% |
$1.66M - $1.89M
|
469K
$33.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-35.5K- 2.13% |
$2.04M - $2.32M
|
1.63M
$116M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.3K- 18.59% |
$2.14M - $2.44M
|
163K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-57K- 30.03% |
$3.27M - $3.72M
|
133K
$9.4M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-63K- 42.55% |
$3.61M - $4.12M
|
85.1K
$6.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-70K- 8.34% |
$4.01M - $4.57M
|
769K
$54.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-71K- 42.66% |
$4.07M - $4.64M
|
95.4K
$6.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-113K- 89.01% |
$6.45M - $7.35M
|
13.9K
$984K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-157K- 20.14% |
$9.01M - $10.3M
|
623K
$44.1M
|