Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (SPHQ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
524+ 1.11% |
$25.3K - $26.8K
|
47.6K
$3.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
515+ 1.63% |
$24.9K - $26.4K
|
32.1K
$2.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
514+ 1.26% |
$24.9K - $26.3K
|
41.3K
$2.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
500New |
$24.2K - $25.6K
|
500
$34.1K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
476+ 1.49% |
$23K - $24.4K
|
32.5K
$2.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
433+ 6.19% |
$20.9K - $22.2K
|
7.43K
$507K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
415+ 2.54% |
$20.1K - $21.2K
|
16.7K
$1.14M
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
364+ 6.47% |
$17.6K - $18.6K
|
5.99K
$409K
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
350New |
$16.9K - $17.9K
|
350
$23.9K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
328+ 4.41% |
$15.9K - $16.8K
|
7.77K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
300+ 4.4% |
$14.5K - $15.4K
|
7.12K
$486K
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
279+ 4.73% |
$13.5K - $14.3K
|
6.18K
$422K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
190+ 6.87% |
$9.19K - $9.73K
|
2.96K
$202K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
183+ 3.32% |
$8.85K - $9.37K
|
5.7K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
167+ 11.18% |
$8.08K - $8.55K
|
1.66K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
114New |
$5.51K - $5.84K
|
114
$7.78K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
101+ 0.81% |
$4.88K - $5.17K
|
12.6K
$860K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88+ 0.89% |
$4.26K - $4.5K
|
9.95K
$679K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69New |
$3.34K - $3.53K
|
69
$4.71K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
53+ 0.29% |
$2.56K - $2.71K
|
18.6K
$1.27M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
48+ 0.48% |
$2.32K - $2.46K
|
9.95K
$679K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.35% |
$1.98K - $2.1K
|
11.6K
$795K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
37+ 0.11% |
$1.79K - $1.89K
|
35.1K
$2.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30+ 0.54% |
$1.45K - $1.54K
|
5.56K
$380K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
18+ 0.04% |
$870 - $921
|
49.8K
$3.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16+ 0.28% |
$774 - $819
|
5.65K
$385K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.33% |
$725 - $768
|
4.6K
$314K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.06% |
$290 - $307
|
9.62K
$656K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$145 - $154
|
5.5K
$375K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.06% |
$145 - $154
|
4.79K
$327K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
2+ 0.01% |
$96.7 - $102
|
18.2K
$1.24M
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1New |
$48.4 - $51.2
|
1
$68.2
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.02% |
$48.4 - $51.2
|
5.25K
$358K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.07% |
$48.4 - $51.2
|
1.5K
$102K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-69Closed |
$3.34K - $3.53K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-77- 2.29% |
$3.72K - $3.94K
|
3.29K
$224K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-80- 0.31% |
$3.87K - $4.1K
|
25.5K
$1.74M
|
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-100- 0.25% |
$4.84K - $5.12K
|
39.3K
$2.68M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-121- 2.03% |
$5.85K - $6.19K
|
5.85K
$399K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-122- 2.86% |
$5.9K - $6.25K
|
4.14K
$283K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-123Closed |
$5.95K - $6.3K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-187Closed |
$9.04K - $9.57K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-231- 13.64% |
$11.2K - $11.8K
|
1.46K
$99.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-283- 1.25% |
$13.7K - $14.5K
|
22.3K
$1.52M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-372- 2.02% |
$18K - $19K
|
18K
$1.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-410- 1.11% |
$19.8K - $21K
|
36.6K
$2.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-411- 7.62% |
$19.9K - $21K
|
4.99K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-455- 1.0% |
$22K - $23.3K
|
45.1K
$3.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
SELL
|
- |
-471- 9.86% |
$22.8K - $24.1K
|
4.3K
$294K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-493Closed |
$23.8K - $25.2K
|
0
$0
|