Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (SPHQ)

SPHQ Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPHQ) during Q3 2023. 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 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
BUY
 -
20.3K
New
$1.01M - $1.07M
20.3K $1.39M
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
18.4K
+ 17.23%
$912K - $966K
125K $8.53M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
18.3K
+ 4.1%
$910K - $963K
465K $31.7M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.9K
+ 0.95%
$887K - $940K
1.89M $129M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
17.5K
New
$866K - $917K
17.5K $1.19M
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
16.9K
New
$837K - $887K
16.9K $1.15M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
16.8K
+ 5.78%
$835K - $884K
308K $21M
Dec 04, 2023 Q3 2023
Wt Wealth Management

BUY
 -
16.3K
New
$810K - $858K
16.3K $1.11M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
16.2K
+ 7.58%
$802K - $849K
229K $15.6M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.1K
+ 7.04%
$798K - $845K
245K $16.7M
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
15.6K
+ 20.72%
$773K - $819K
90.8K $6.2M
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
15.2K
New
$755K - $799K
15.2K $1.04M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
14.7K
+ 3.15%
$731K - $774K
482K $32.9M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.1K
+ 10.35%
$699K - $740K
150K $10.2M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
13K
+ 48.1%
$643K - $681K
39.9K $2.72M
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
12.4K
New
$614K - $650K
12.4K $844K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
12.2K
+ 6.31%
$607K - $643K
206K $14.1M
Nov 09, 2023 Q3 2023
Rollins Financial

BUY
 -
12K
+ 18.96%
$598K - $633K
75.5K $5.15M
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
11.7K
+ 167.84%
$583K - $617K
18.7K $1.28M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
11.4K
New
$568K - $601K
11.4K $781K
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
11.4K
+ 10.97%
$566K - $599K
115K $7.87M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
11.1K
+ 7.53%
$550K - $582K
158K $10.8M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11K
+ 0.79%
$548K - $580K
1.4M $95.7M
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
11K
New
$547K - $579K
11K $752K
Nov 07, 2023 Q3 2023
Symphony Financial, Ltd. Co.

BUY
 -
10.3K
+ 9.98%
$512K - $542K
114K $7.76M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
10.2K
New
$504K - $534K
10.2K $693K
Oct 30, 2023 Q3 2023
Tandem Capital Management Corp

BUY
 -
9.45K
New
$469K - $496K
9.45K $645K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
9.31K
+ 42.13%
$462K - $489K
31.4K $2.14M
Oct 11, 2023 Q3 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
7.79K
New
$387K - $409K
7.79K $532K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
7.49K
New
$372K - $393K
7.49K $511K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
7.33K
+ 9.19%
$364K - $385K
87.1K $5.94M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
7.21K
+ 22.13%
$358K - $379K
39.8K $2.71M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
6.85K
+ 9.82%
$340K - $360K
76.6K $5.22M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
6.44K
+ 58.94%
$319K - $338K
17.4K $1.18M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
6.38K
New
$317K - $335K
6.38K $436K
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
6.28K
New
$312K - $330K
6.28K $428K
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
5.77K
+ 4.24%
$286K - $303K
142K $9.68M
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
5.63K
+ 41.51%
$279K - $296K
19.2K $1.31M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
5.48K
New
$272K - $288K
5.48K $374K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
5.21K
+ 11.15%
$258K - $274K
51.9K $3.54M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
5.05K
New
$250K - $265K
5.05K $344K
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
5.04K
New
$250K - $265K
5.04K $344K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
4.73K
+ 3.2%
$235K - $249K
152K $10.4M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
4.57K
+ 5.57%
$227K - $240K
86.7K $5.91M
Nov 06, 2023 Q3 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
4.47K
New
$222K - $235K
4.47K $305K
Oct 18, 2023 Q3 2023
Ballast, Inc.

BUY
 -
4.31K
+ 1.28%
$214K - $227K
340K $23.2M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
4.31K
+ 8.93%
$214K - $226K
52.6K $3.59M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
4.3K
New
$213K - $226K
4.3K $293K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
4.08K
New
$202K - $214K
4.08K $278K

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