Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q2 2025. 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 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
676K+ 100.81% |
$40M - $48.2M
|
1.35M
$96.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
572KNew |
$33.9M - $40.8M
|
572K
$41.2M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
569KNew |
$33.7M - $40.6M
|
569K
$41M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
547K+ 41.84% |
$32.4M - $39M
|
1.85M
$133M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
522KNew |
$30.9M - $37.3M
|
522K
$37.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
319K+ 4.13% |
$18.9M - $22.8M
|
8.04M
$579M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
247K+ 22.86% |
$14.7M - $17.7M
|
1.33M
$95.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
242K+ 1264.39% |
$14.4M - $17.3M
|
262K
$18.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
190KNew |
$11.3M - $13.6M
|
190K
$13.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
145KNew |
$8.58M - $10.3M
|
145K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
127KNew |
$7.53M - $9.08M
|
127K
$9.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125K+ 38.38% |
$7.38M - $8.9M
|
449K
$32.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
116KNew |
$6.85M - $8.25M
|
116K
$8.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
101KNew |
$6M - $7.24M
|
101K
$7.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
91.6K+ 43.27% |
$5.43M - $6.54M
|
303K
$21.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
81.1KNew |
$4.81M - $5.79M
|
81.1K
$5.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
79.2K+ 26.1% |
$4.69M - $5.65M
|
383K
$27.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
73K+ 2930.39% |
$4.32M - $5.21M
|
75.5K
$5.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.1K+ 1218.01% |
$4.03M - $4.86M
|
73.6K
$5.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.3K+ 17.07% |
$3.81M - $4.59M
|
441K
$31.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
60.8KNew |
$3.6M - $4.34M
|
60.8K
$4.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
56.8KNew |
$3.37M - $4.06M
|
56.8K
$4.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
52.2K+ 943.35% |
$3.09M - $3.72M
|
57.7K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
51.6KNew |
$3.06M - $3.68M
|
51.6K
$3.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
51.1K+ 216.32% |
$3.03M - $3.65M
|
74.7K
$5.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50.2KNew |
$2.97M - $3.58M
|
50.2K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49K+ 4.4% |
$2.9M - $3.5M
|
1.16M
$83.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
42.6KNew |
$2.52M - $3.04M
|
42.6K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41.8K+ 33.78% |
$2.48M - $2.99M
|
166K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
41.6K+ 195.87% |
$2.47M - $2.97M
|
62.9K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40.2K+ 22.09% |
$2.38M - $2.87M
|
222K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
40KNew |
$2.37M - $2.85M
|
40K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
38.7K+ 52.16% |
$2.29M - $2.76M
|
113K
$8.13M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37.1K+ 2.64% |
$2.2M - $2.65M
|
1.44M
$104M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
36.8K+ 311.69% |
$2.18M - $2.62M
|
48.6K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.7K+ 9.42% |
$2.18M - $2.62M
|
427K
$30.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.1K+ 38.26% |
$2.02M - $2.43M
|
123K
$8.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32.4K+ 7.41% |
$1.92M - $2.31M
|
470K
$33.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29.8K+ 451.91% |
$1.77M - $2.13M
|
36.4K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.7K+ 495.24% |
$1.34M - $1.62M
|
27.3K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.8KNew |
$1.29M - $1.56M
|
21.8K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 22.69% |
$1.21M - $1.46M
|
110K
$7.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20.3KNew |
$1.2M - $1.45M
|
20.3K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
19.3KNew |
$1.15M - $1.38M
|
19.3K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
18.6K+ 17.21% |
$1.1M - $1.33M
|
127K
$9.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
18.5K+ 398.6% |
$1.1M - $1.32M
|
23.2K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
17.5K+ 125.38% |
$1.04M - $1.25M
|
31.5K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.3K+ 7.99% |
$1.03M - $1.24M
|
234K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
16.1K+ 6.78% |
$952K - $1.15M
|
253K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.7KNew |
$931K - $1.12M
|
15.7K
$1.13M
|