Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (SPHQ)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.02K- 12.07% |
$50.6K - $53.5K
|
7.42K
$507K
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-1.02K- 0.88% |
$50.8K - $53.8K
|
115K
$7.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.04K- 18.76% |
$51.4K - $54.4K
|
4.48K
$306K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.09K- 2.66% |
$54.1K - $57.3K
|
39.8K
$2.72M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.1KClosed |
$54.7K - $57.9K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.2K- 6.22% |
$59.6K - $63.1K
|
18.1K
$1.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.22K- 2.91% |
$60.7K - $64.3K
|
40.8K
$2.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.39K- 3.94% |
$68.7K - $72.8K
|
33.8K
$2.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.47K- 1.2% |
$72.9K - $77.2K
|
121K
$8.25M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.49K- 5.36% |
$74K - $78.4K
|
26.3K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.54K- 7.87% |
$76.5K - $81K
|
18K
$1.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.65K- 5.69% |
$81.7K - $86.5K
|
27.3K
$1.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.66K- 3.04% |
$82.2K - $87K
|
52.8K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.69K- 5.77% |
$83.9K - $88.8K
|
27.6K
$1.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.85K- 11.81% |
$91.8K - $97.2K
|
13.8K
$943K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.96K- 2.64% |
$97.1K - $103K
|
72K
$4.91M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.01K- 4.47% |
$99.6K - $105K
|
42.9K
$2.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.02K- 1.45% |
$100K - $106K
|
138K
$9.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.12K- 33.04% |
$105K - $112K
|
4.3K
$293K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.25K- 13.34% |
$111K - $118K
|
14.6K
$996K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.3K- 1.63% |
$114K - $121K
|
139K
$9.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.34K- 8.71% |
$116K - $123K
|
24.5K
$1.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.37K- 1.02% |
$118K - $125K
|
231K
$15.8M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.58K- 23.91% |
$128K - $135K
|
8.2K
$559K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.76K- 28.41% |
$137K - $145K
|
6.95K
$474K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.37K- 17.77% |
$167K - $177K
|
15.6K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.63K- 3.69% |
$180K - $191K
|
94.7K
$6.46M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.67K- 32.16% |
$182K - $193K
|
7.75K
$529K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.99K- 38.33% |
$198K - $210K
|
6.42K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.13K- 4.87% |
$205K - $217K
|
80.7K
$5.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.24K- 2.47% |
$210K - $223K
|
168K
$11.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.54K- 15.14% |
$225K - $238K
|
25.4K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.67K- 3.01% |
$232K - $245K
|
150K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.67K- 3.84% |
$232K - $246K
|
117K
$7.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.86K- 2.66% |
$241K - $255K
|
178K
$12.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.39K- 1.2% |
$268K - $283K
|
444K
$30.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.39K- 6.23% |
$268K - $283K
|
81.2K
$5.54M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.71K- 6.22% |
$283K - $300K
|
86.1K
$5.88M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-5.9K- 47.09% |
$293K - $310K
|
6.63K
$452K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.05K- 14.65% |
$300K - $318K
|
35.2K
$2.4M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.53K- 7.63% |
$324K - $343K
|
79K
$5.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.56K- 3.81% |
$325K - $345K
|
166K
$11.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.79K- 4.15% |
$337K - $357K
|
157K
$10.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.79K- 4.36% |
$337K - $357K
|
149K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.4K- 24.46% |
$367K - $389K
|
22.9K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.52K- 47.09% |
$373K - $395K
|
8.45K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.92K- 3.41% |
$393K - $416K
|
224K
$15.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.08K- 25.84% |
$401K - $424K
|
23.2K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-9.92K- 3.28% |
$492K - $521K
|
292K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.5K- 13.48% |
$520K - $550K
|
67.2K
$4.59M
|