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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-13.4K- 6.14% |
$665K - $704K
|
205K
$14.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-13.5K- 84.86% |
$671K - $710K
|
2.41K
$166K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.1K- 33.55% |
$700K - $741K
|
27.9K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.7K- 10.67% |
$876K - $928K
|
148K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-17.8K- 4.44% |
$882K - $934K
|
382K
$26.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-19.9K- 36.65% |
$986K - $1.04M
|
34.3K
$2.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.8K- 22.24% |
$1.23M - $1.3M
|
86.7K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-25.5K- 44.14% |
$1.27M - $1.34M
|
32.3K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-40K- 19.86% |
$1.98M - $2.1M
|
161K
$11.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-46.9K- 6.11% |
$2.33M - $2.47M
|
721K
$49.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-67.6K- 7.54% |
$3.36M - $3.55M
|
829K
$57.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-70.1K- 16.28% |
$3.48M - $3.69M
|
361K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-79.6K- 91.14% |
$3.95M - $4.18M
|
7.74K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-84.8K- 88.53% |
$4.21M - $4.46M
|
11K
$757K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-87.3K- 83.34% |
$4.33M - $4.59M
|
17.5K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91.6K- 11.04% |
$4.55M - $4.81M
|
738K
$50.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-195K- 67.89% |
$9.69M - $10.3M
|
92.3K
$6.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-631K- 85.17% |
$31.3M - $33.2M
|
110K
$7.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-789K- 45.03% |
$39.2M - $41.5M
|
963K
$66.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-998K- 49.19% |
$49.5M - $52.4M
|
1.03M
$71.1M
|